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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 | $54,490 | $48,364+12.7% | $71,796-24.1% | $62,881-13.3% |
| Participation rate | 36.6% | 60.6%-24.0pp | 69.1%-32.5pp | 69.3%-32.7pp |
| Annual return | 10.26% | 13.16%-2.9pp | 78.04%-67.8pp | 20.14%-9.9pp |
| Employer contribution / active EE | $54 | $1,042-94.8% | $1,924-97.2% | $2,281-97.6% |
| Participant deferral / active EE | $1,505 | $2,091-28.0% | $2,794-46.1% | $3,203-53.0% |
| Admin fee / account holder | $2,878 | $3,771-23.7% | $4,815-40.2% | $4,296-33.0% |