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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 | $58,039 | $65,041-10.8% | $90,965-36.2% | $79,858-27.3% |
| Participation rate | 46.4% | 61.6%-15.2pp | 69.0%-22.6pp | 69.6%-23.2pp |
| Annual return | 10.22% | 30.45%-20.2pp | 134.57%-124.3pp | 31.72%-21.5pp |
| Employer contribution / active EE | $67 | $1,247-94.6% | $2,122-96.8% | $2,471-97.3% |
| Participant deferral / active EE | $3,483 | $2,512+38.7% | $3,373+3.3% | $3,740-6.9% |
| Admin fee / account holder | $5,315 | $4,536+17.2% | $5,960-10.8% | $5,306+0.2% |