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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 | $71,242 | $105,284-32.3% | $150,734-52.7% | $94,015-24.2% |
| Participation rate | 45.8% | 71.7%-25.9pp | 78.4%-32.6pp | 70.8%-25.0pp |
| Annual return | 15.87% | 15.67%+0.2pp | 600.81%-584.9pp | 17.84%-2.0pp |
| Employer contribution / active EE | $705 | $3,599-80.4% | $4,918-85.7% | $2,790-74.7% |
| Participant deferral / active EE | $1,958 | $4,274-54.2% | $5,610-65.1% | $4,249-53.9% |
| Admin fee / account holder | $2,677 | $9,839-72.8% | $14,905-82.0% | $8,951-70.1% |