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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 | $38,307 | $86,949-55.9% | $102,460-62.6% | $80,959-52.7% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.7%-17.7pp |
| Annual return | 11.61% | 18.89%-7.3pp | 29.47%-17.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $583 | $2,370-75.4% | $3,025-80.7% | $2,757-78.9% |
| Participant deferral / active EE | $2,196 | $4,121-46.7% | $5,056-56.6% | $4,300-48.9% |
| Admin fee / account holder | $4,684 | $8,048-41.8% | $9,460-50.5% | $6,925-32.4% |