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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 | $45,647 | $41,377+10.3% | $109,313-58.2% | $62,881-27.4% |
| Participation rate | 24.6% | 57.5%-33.0pp | 71.3%-46.7pp | 69.3%-44.7pp |
| Annual return | 6.15% | 11.05%-4.9pp | 22.07%-15.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $210 | $1,276-83.6% | $3,892-94.6% | $2,281-90.8% |
| Participant deferral / active EE | $960 | $2,045-53.1% | $3,166-69.7% | $3,203-70.0% |
| Admin fee / account holder | $2,631 | $2,884-8.8% | $5,666-53.6% | $4,296-38.7% |