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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 | $77,574-31.9% | $108,753-51.5% | $86,983-39.3% |
| Participation rate | 44.2% | 62.3%-18.1pp | 71.1%-26.9pp | 69.5%-25.3pp |
| Annual return | 22.41% | 18.42%+4.0pp | 37.47%-15.1pp | 25.83%-3.4pp |
| Employer contribution / active EE | $213 | $1,611-86.8% | $2,427-91.2% | $2,584-91.8% |
| Participant deferral / active EE | $1,457 | $3,128-53.4% | $4,115-64.6% | $4,194-65.3% |
| Admin fee / account holder | $10,280 | $6,529+57.5% | $10,320-0.4% | $7,856+30.9% |