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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 | $113,748 | $62,583+81.8% | $76,767+48.2% | $64,173+77.3% |
| Participation rate | 46.7% | 72.8%-26.2pp | 77.0%-30.3pp | 69.6%-22.9pp |
| Annual return | 0.05% | -1.95%+2.0pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $162 | $1,832-91.2% | $2,485-93.5% | $2,381-93.2% |
| Participant deferral / active EE | $2,115 | $3,145-32.7% | $3,852-45.1% | $3,470-39.0% |
| Admin fee / account holder | $5,338 | $4,667+14.4% | $6,675-20.0% | $4,887+9.2% |