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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 | $48,409 | $58,512-17.3% | $84,020-42.4% | $72,983-33.7% |
| Participation rate | 34.8% | 61.2%-26.4pp | 69.0%-34.2pp | 69.5%-34.7pp |
| Annual return | 17.00% | 28.93%-11.9pp | 71.31%-54.3pp | 81.01%-64.0pp |
| Employer contribution / active EE | $204 | $1,163-82.5% | $1,984-89.7% | $2,440-91.7% |
| Participant deferral / active EE | $1,873 | $2,394-21.8% | $3,239-42.2% | $3,608-48.1% |
| Admin fee / account holder | $15,308 | $4,569+235.0% | $6,101+150.9% | $5,124+198.7% |