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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 | $34,226 | $53,412-35.9% | $68,509-50.0% | $52,331-34.6% |
| Participation rate | 47.2% | 71.7%-24.5pp | 74.7%-27.6pp | 68.1%-20.9pp |
| Annual return | 5.29% | 3.42%+1.9pp | 8.27%-3.0pp | 4.54%+0.7pp |
| Employer contribution / active EE | $258 | $1,607-83.9% | $2,278-88.7% | $1,882-86.3% |
| Participant deferral / active EE | $1,336 | $2,688-50.3% | $3,382-60.5% | $3,022-55.8% |
| Admin fee / account holder | $783 | $461+69.8% | $5,275-85.2% | $592+32.3% |