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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 | $53,872 | $91,167-40.9% | $178,498-69.8% | $79,858-32.5% |
| Participation rate | 53.1% | 69.2%-16.1pp | 81.9%-28.8pp | 69.6%-16.5pp |
| Annual return | 10.24% | 24.19%-14.0pp | 151.09%-140.9pp | 31.72%-21.5pp |
| Employer contribution / active EE | $220 | $3,255-93.2% | $5,011-95.6% | $2,471-91.1% |
| Participant deferral / active EE | $3,477 | $3,236+7.5% | $5,202-33.2% | $3,740-7.0% |
| Admin fee / account holder | $17,981 | $6,747+166.5% | $13,985+28.6% | $5,306+238.9% |