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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 | $41,837 | $60,349-30.7% | $74,184-43.6% | $62,881-33.5% |
| Participation rate | 60.7% | 72.7%-12.0pp | 76.6%-15.9pp | 69.3%-8.6pp |
| Annual return | 5.07% | 21.38%-16.3pp | 17.74%-12.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $299 | $1,680-82.2% | $2,370-87.4% | $2,281-86.9% |
| Participant deferral / active EE | $1,757 | $2,856-38.5% | $3,550-50.5% | $3,203-45.1% |
| Admin fee / account holder | $1,449 | $4,261-66.0% | $5,586-74.1% | $4,296-66.3% |