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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 | $49,286 | $56,894-13.4% | $84,753-41.8% | $62,881-21.6% |
| Participation rate | 44.2% | 68.5%-24.4pp | 76.6%-32.4pp | 69.3%-25.1pp |
| Annual return | 5.93% | 6.30%-0.4pp | 22.78%-16.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $408 | $2,400-83.0% | $3,574-88.6% | $2,281-82.1% |
| Participant deferral / active EE | $1,822 | $2,709-32.8% | $3,712-50.9% | $3,203-43.1% |
| Admin fee / account holder | $10,278 | $3,581+187.0% | $5,333+92.7% | $4,296+139.3% |