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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 | $37,661 | $32,037+17.6% | $69,182-45.6% | $62,881-40.1% |
| Participation rate | 57.4% | 43.4%+14.0pp | 55.1%+2.3pp | 69.3%-11.9pp |
| Annual return | 5.02% | 15.16%-10.1pp | -21.93%+27.0pp | 20.14%-15.1pp |
| Employer contribution / active EE | $50 | $679-92.7% | $1,206-95.9% | $2,281-97.8% |
| Participant deferral / active EE | $1,867 | $1,185+57.5% | $1,897-1.6% | $3,203-41.7% |
| Admin fee / account holder | $6,622 | $2,608+153.9% | $2,697+145.6% | $4,296+54.2% |