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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 | $45,538 | $69,977-34.9% | $108,582-58.1% | $62,881-27.6% |
| Participation rate | 44.4% | 72.9%-28.5pp | 79.6%-35.1pp | 69.3%-24.9pp |
| Annual return | 5.25% | 10.73%-5.5pp | -51.70%+56.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $66 | $2,135-96.9% | $3,758-98.2% | $2,281-97.1% |
| Participant deferral / active EE | $2,016 | $3,165-36.3% | $4,311-53.2% | $3,203-37.1% |
| Admin fee / account holder | $10,756 | $5,076+111.9% | $7,645+40.7% | $4,296+150.4% |