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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 | $39,563 | $56,287-29.7% | $80,977-51.1% | $62,881-37.1% |
| Participation rate | 36.0% | 68.9%-32.9pp | 75.8%-39.8pp | 69.3%-33.3pp |
| Annual return | 7.51% | 22.13%-14.6pp | 17.11%-9.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $172 | $1,943-91.1% | $3,715-95.4% | $2,281-92.4% |
| Participant deferral / active EE | $4,409 | $4,196+5.1% | $5,696-22.6% | $3,203+37.7% |
| Admin fee / account holder | $6,722 | $3,742+79.7% | $5,517+21.9% | $4,296+56.5% |