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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 | $52,859 | $56,054-5.7% | $171,082-69.1% | $62,881-15.9% |
| Participation rate | 38.5% | 62.9%-24.4pp | 76.7%-38.2pp | 69.3%-30.8pp |
| Annual return | 7.32% | 22.52%-15.2pp | 32.56%-25.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $208 | $1,731-88.0% | $4,002-94.8% | $2,281-90.9% |
| Participant deferral / active EE | $1,375 | $3,158-56.5% | $4,797-71.3% | $3,203-57.1% |
| Admin fee / account holder | $16,389 | $3,647+349.4% | $8,520+92.4% | $4,296+281.5% |