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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 | $52,446 | $41,377+26.7% | $109,313-52.0% | $62,881-16.6% |
| Participation rate | 38.9% | 57.5%-18.7pp | 71.3%-32.4pp | 69.3%-30.4pp |
| Annual return | 5.35% | 11.05%-5.7pp | 22.07%-16.7pp | 20.14%-14.8pp |
| Employer contribution / active EE | $32 | $1,276-97.5% | $3,892-99.2% | $2,281-98.6% |
| Participant deferral / active EE | $1,835 | $2,045-10.3% | $3,166-42.0% | $3,203-42.7% |
| Admin fee / account holder | $696 | $2,884-75.9% | $5,666-87.7% | $4,296-83.8% |