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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 | $52,797 | $73,787-28.4% | $98,716-46.5% | $82,448-36.0% |
| Participation rate | 44.2% | 61.4%-17.2pp | 69.3%-25.1pp | 68.1%-23.8pp |
| Annual return | 22.41% | 18.57%+3.8pp | 31.81%-9.4pp | 41.64%-19.2pp |
| Employer contribution / active EE | $213 | $1,511-85.9% | $2,279-90.7% | $2,551-91.7% |
| Participant deferral / active EE | $1,457 | $3,081-52.7% | $4,048-64.0% | $4,139-64.8% |
| Admin fee / account holder | $10,280 | $6,500+58.1% | $8,703+18.1% | $7,234+42.1% |