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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 | $47,523 | $47,944-0.9% | $67,834-29.9% | $62,881-24.4% |
| Participation rate | 42.6% | 61.1%-18.5pp | 68.8%-26.2pp | 69.3%-26.8pp |
| Annual return | 13.86% | 11.77%+2.1pp | 138.47%-124.6pp | 20.14%-6.3pp |
| Employer contribution / active EE | $240 | $1,562-84.6% | $2,403-90.0% | $2,281-89.5% |
| Participant deferral / active EE | $903 | $2,247-59.8% | $3,160-71.4% | $3,203-71.8% |
| Admin fee / account holder | $5,833 | $3,712+57.1% | $4,622+26.2% | $4,296+35.8% |