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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 | $45,991 | $57,828-20.5% | $117,039-60.7% | $70,126-34.4% |
| Participation rate | 36.7% | 67.1%-30.4pp | 77.2%-40.5pp | 69.5%-32.8pp |
| Annual return | 17.95% | 17.55%+0.4pp | 18.95%-1.0pp | 73.15%-55.2pp |
| Employer contribution / active EE | $284 | $1,816-84.3% | $3,785-92.5% | $2,343-87.9% |
| Participant deferral / active EE | $1,607 | $2,438-34.1% | $3,929-59.1% | $3,332-51.8% |
| Admin fee / account holder | $6,125 | $3,548+72.6% | $5,974+2.5% | $4,645+31.8% |