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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,838 | $69,977-18.8% | $108,582-47.7% | $62,881-9.6% |
| Participation rate | 48.4% | 72.9%-24.5pp | 79.6%-31.2pp | 69.3%-20.9pp |
| Annual return | 7.66% | 10.73%-3.1pp | -51.70%+59.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $214 | $2,135-90.0% | $3,758-94.3% | $2,281-90.6% |
| Participant deferral / active EE | $3,550 | $3,165+12.2% | $4,311-17.6% | $3,203+10.8% |
| Admin fee / account holder | $1,347 | $5,076-73.5% | $7,645-82.4% | $4,296-68.6% |