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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 | $37,249 | $69,977-46.8% | $108,582-65.7% | $62,881-40.8% |
| Participation rate | 59.1% | 72.9%-13.8pp | 79.6%-20.5pp | 69.3%-10.2pp |
| Annual return | 6.51% | 10.73%-4.2pp | -51.70%+58.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $344 | $2,135-83.9% | $3,758-90.8% | $2,281-84.9% |
| Participant deferral / active EE | $2,360 | $3,165-25.4% | $4,311-45.3% | $3,203-26.3% |
| Admin fee / account holder | $9,484 | $5,076+86.8% | $7,645+24.1% | $4,296+120.8% |