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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 | $44,389 | $72,471-38.7% | $94,215-52.9% | $86,983-49.0% |
| Participation rate | 45.6% | 63.9%-18.3pp | 70.0%-24.4pp | 69.5%-24.0pp |
| Annual return | 15.73% | 26.44%-10.7pp | 28.22%-12.5pp | 25.83%-10.1pp |
| Employer contribution / active EE | $121 | $1,936-93.8% | $2,675-95.5% | $2,584-95.3% |
| Participant deferral / active EE | $1,838 | $3,397-45.9% | $4,276-57.0% | $4,194-56.2% |
| Admin fee / account holder | $17,403 | $6,468+169.1% | $10,216+70.4% | $7,856+121.5% |