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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 | $39,004 | $71,523-45.5% | $98,461-60.4% | $71,511-45.5% |
| Participation rate | 54.8% | 72.7%-17.9pp | 75.2%-20.4pp | 67.9%-13.1pp |
| Annual return | 16.52% | 32.43%-15.9pp | 21.17%-4.7pp | 28.86%-12.3pp |
| Employer contribution / active EE | $539 | $2,399-77.5% | $3,049-82.3% | $2,589-79.2% |
| Participant deferral / active EE | $2,570 | $4,109-37.5% | $4,738-45.8% | $4,291-40.1% |
| Admin fee / account holder | $2,908 | $1,676+73.5% | $8,961-67.6% | $1,588+83.0% |