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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 | $53,758 | $86,940-38.2% | $102,434-47.5% | $80,935-33.6% |
| Participation rate | 47.2% | 72.4%-25.2pp | 76.5%-29.3pp | 67.7%-20.5pp |
| Annual return | 14.09% | 18.89%-4.8pp | 29.46%-15.4pp | 35.66%-21.6pp |
| Employer contribution / active EE | $340 | $2,370-85.6% | $3,023-88.8% | $2,757-87.7% |
| Participant deferral / active EE | $2,398 | $4,121-41.8% | $5,055-52.6% | $4,299-44.2% |
| Admin fee / account holder | $24,753 | $8,047+207.6% | $9,462+161.6% | $6,924+257.5% |