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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 | $45,496 | $60,349-24.6% | $74,184-38.7% | $62,881-27.6% |
| Participation rate | 61.1% | 72.7%-11.6pp | 76.6%-15.5pp | 69.3%-8.2pp |
| Annual return | 10.56% | 21.38%-10.8pp | 17.74%-7.2pp | 20.14%-9.6pp |
| Employer contribution / active EE | $278 | $1,680-83.4% | $2,370-88.3% | $2,281-87.8% |
| Participant deferral / active EE | $1,391 | $2,856-51.3% | $3,550-60.8% | $3,203-56.6% |
| Admin fee / account holder | $3,794 | $4,261-11.0% | $5,586-32.1% | $4,296-11.7% |