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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 | $38,159 | $101,795-62.5% | $165,100-76.9% | $80,959-52.9% |
| Participation rate | 59.7% | 71.8%-12.1pp | 78.6%-18.9pp | 67.7%-8.0pp |
| Annual return | 10.71% | 16.73%-6.0pp | 70.21%-59.5pp | 35.67%-25.0pp |
| Employer contribution / active EE | $550 | $2,954-81.4% | $4,348-87.4% | $2,757-80.1% |
| Participant deferral / active EE | $2,544 | $4,476-43.2% | $6,035-57.8% | $4,300-40.8% |
| Admin fee / account holder | $11,024 | $8,221+34.1% | $12,696-13.2% | $6,925+59.2% |