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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 | $59,000 | $122,131-51.7% | $255,893-76.9% | $122,131-51.7% |
| Participation rate | 55.6% | 75.1%-19.5pp | 81.7%-26.2pp | 75.1%-19.5pp |
| Annual return | 12.48% | 16.17%-3.7pp | -0.50%+13.0pp | 16.17%-3.7pp |
| Employer contribution / active EE | $253 | $3,608-93.0% | $5,407-95.3% | $3,608-93.0% |
| Participant deferral / active EE | $2,625 | $3,892-32.6% | $4,263-38.4% | $3,892-32.6% |
| Admin fee / account holder | $24,197 | $11,586+108.8% | $30,096-19.6% | $11,586+108.8% |