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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 | $46,979 | $86,938-46.0% | $102,423-54.1% | $80,925-41.9% |
| Participation rate | 53.3% | 72.4%-19.0pp | 76.5%-23.2pp | 67.7%-14.3pp |
| Annual return | 20.49% | 18.89%+1.6pp | 29.42%-8.9pp | 35.65%-15.2pp |
| Employer contribution / active EE | $113 | $2,369-95.2% | $3,023-96.2% | $2,756-95.9% |
| Participant deferral / active EE | $2,468 | $4,120-40.1% | $5,054-51.2% | $4,299-42.6% |
| Admin fee / account holder | $13,659 | $8,053+69.6% | $9,455+44.5% | $6,940+96.8% |