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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 | $46,494 | $45,343+2.5% | $150,298-69.1% | $67,986-31.6% |
| Participation rate | 35.7% | 51.9%-16.2pp | 77.8%-42.1pp | 57.2%-21.5pp |
| Annual return | 14.98% | 33.28%-18.3pp | 62.79%-47.8pp | 31.67%-16.7pp |
| Employer contribution / active EE | $190 | $1,462-87.0% | $4,154-95.4% | $2,019-90.6% |
| Participant deferral / active EE | $1,526 | $2,055-25.7% | $5,453-72.0% | $3,358-54.6% |
| Admin fee / account holder | $4,342 | $2,250+93.0% | $14,116-69.2% | $3,203+35.5% |