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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 | $36,041 | $62,583-42.4% | $76,767-53.1% | $64,173-43.8% |
| Participation rate | 57.9% | 72.8%-14.9pp | 77.0%-19.1pp | 69.6%-11.7pp |
| Annual return | 7.36% | -1.95%+9.3pp | 2.43%+4.9pp | 7.63%-0.3pp |
| Employer contribution / active EE | $90 | $1,832-95.1% | $2,485-96.4% | $2,381-96.2% |
| Participant deferral / active EE | $1,805 | $3,145-42.6% | $3,852-53.1% | $3,470-48.0% |
| Admin fee / account holder | $6,114 | $4,667+31.0% | $6,675-8.4% | $4,887+25.1% |