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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 | $42,152 | $71,197-40.8% | $93,669-55.0% | $80,925-47.9% |
| Participation rate | 51.9% | 60.4%-8.5pp | 68.7%-16.9pp | 67.7%-15.8pp |
| Annual return | 14.40% | 11.27%+3.1pp | 133.59%-119.2pp | 35.65%-21.3pp |
| Employer contribution / active EE | $291 | $1,565-81.4% | $2,424-88.0% | $2,756-89.5% |
| Participant deferral / active EE | $2,744 | $4,036-32.0% | $4,416-37.8% | $4,299-36.2% |
| Admin fee / account holder | $18,421 | $6,959+164.7% | $8,291+122.2% | $6,940+165.4% |