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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 | $53,701 | $57,057-5.9% | $85,009-36.8% | $80,874-33.6% |
| Participation rate | 38.2% | 56.4%-18.1pp | 67.5%-29.3pp | 67.6%-29.4pp |
| Annual return | 11.03% | 21.66%-10.6pp | 66.47%-55.4pp | 35.62%-24.6pp |
| Employer contribution / active EE | $249 | $1,799-86.2% | $2,728-90.9% | $2,756-91.0% |
| Participant deferral / active EE | $1,151 | $3,112-63.0% | $4,522-74.5% | $4,297-73.2% |
| Admin fee / account holder | $40,308 | $4,986+708.4% | $6,153+555.1% | $6,935+481.2% |