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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 | $53,041 | $77,569-31.6% | $115,599-54.1% | $64,097-17.2% |
| Participation rate | 29.0% | 60.7%-31.7pp | 74.3%-45.3pp | 55.2%-26.2pp |
| Annual return | 13.80% | 18.52%-4.7pp | 111.10%-97.3pp | 34.64%-20.8pp |
| Employer contribution / active EE | $252 | $1,915-86.8% | $2,955-91.5% | $1,891-86.7% |
| Participant deferral / active EE | $1,588 | $3,327-52.3% | $4,889-67.5% | $3,080-48.5% |
| Admin fee / account holder | $4,996 | $4,470+11.8% | $12,841-61.1% | $3,454+44.6% |