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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 | $55,515 | $56,894-2.4% | $84,753-34.5% | $62,881-11.7% |
| Participation rate | 50.0% | 68.5%-18.5pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 5.63% | 6.30%-0.7pp | 22.78%-17.2pp | 20.14%-14.5pp |
| Employer contribution / active EE | $418 | $2,400-82.6% | $3,574-88.3% | $2,281-81.7% |
| Participant deferral / active EE | $3,135 | $2,709+15.7% | $3,712-15.5% | $3,203-2.1% |
| Admin fee / account holder | $6,046 | $3,581+68.8% | $5,333+13.4% | $4,296+40.7% |