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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 | $33,742 | $64,890-48.0% | $134,172-74.9% | $67,986-50.4% |
| Participation rate | 55.0% | 48.5%+6.5pp | 72.5%-17.5pp | 57.2%-2.2pp |
| Annual return | 15.58% | 16.12%-0.5pp | 25.30%-9.7pp | 31.67%-16.1pp |
| Employer contribution / active EE | $261 | $1,360-80.8% | $3,420-92.4% | $2,019-87.1% |
| Participant deferral / active EE | $1,947 | $2,289-14.9% | $4,690-58.5% | $3,358-42.0% |
| Admin fee / account holder | $3,009 | $3,140-4.2% | $12,016-75.0% | $3,203-6.1% |