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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 | $34,115 | $50,464-32.4% | $75,784-55.0% | $52,331-34.8% |
| Participation rate | 40.0% | 66.8%-26.8pp | 75.8%-35.8pp | 68.1%-28.1pp |
| Annual return | 8.44% | 1.03%+7.4pp | 9.68%-1.2pp | 4.54%+3.9pp |
| Employer contribution / active EE | $264 | $1,988-86.7% | $3,323-92.1% | $1,882-86.0% |
| Participant deferral / active EE | $1,334 | $2,570-48.1% | $3,652-63.5% | $3,022-55.9% |
| Admin fee / account holder | $2,547 | $1,103+131.0% | $5,300-51.9% | $592+330.6% |