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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 | $37,795 | $56,894-33.6% | $84,753-55.4% | $62,881-39.9% |
| Participation rate | 60.0% | 68.5%-8.5pp | 76.6%-16.6pp | 69.3%-9.3pp |
| Annual return | 5.07% | 6.30%-1.2pp | 22.78%-17.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $230 | $2,400-90.4% | $3,574-93.6% | $2,281-89.9% |
| Participant deferral / active EE | $1,805 | $2,709-33.4% | $3,712-51.4% | $3,203-43.6% |
| Admin fee / account holder | $5,923 | $3,581+65.4% | $5,333+11.1% | $4,296+37.9% |