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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 | $44,975 | $47,448-5.2% | $94,993-52.7% | $62,293-27.8% |
| Participation rate | 62.0% | 66.5%-4.5pp | 73.9%-11.8pp | 69.5%-7.5pp |
| Annual return | 22.40% | 22.64%-0.2pp | 27.14%-4.7pp | 28.90%-6.5pp |
| Employer contribution / active EE | $138 | $1,300-89.4% | $2,603-94.7% | $2,042-93.3% |
| Participant deferral / active EE | $1,110 | $2,375-53.3% | $3,317-66.5% | $3,169-65.0% |
| Admin fee / account holder | $529 | $434+21.8% | $4,960-89.3% | $479+10.4% |