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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 | $38,128 | $45,082-15.4% | $69,464-45.1% | $72,975-47.8% |
| Participation rate | 64.7% | 68.5%-3.8pp | 74.6%-9.9pp | 69.5%-4.8pp |
| Annual return | 22.48% | 22.66%-0.2pp | 28.98%-6.5pp | 81.01%-58.5pp |
| Employer contribution / active EE | $341 | $2,055-83.4% | $2,779-87.7% | $2,440-86.0% |
| Participant deferral / active EE | $2,243 | $2,604-13.9% | $3,536-36.6% | $3,608-37.8% |
| Admin fee / account holder | $5,357 | $3,057+75.2% | $3,840+39.5% | $5,124+4.5% |