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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 | $51,289 | $58,523-12.4% | $99,479-48.4% | $72,976-29.7% |
| Participation rate | 14.3% | 64.6%-50.3pp | 73.8%-59.6pp | 69.5%-55.2pp |
| Annual return | 31.10% | 28.51%+2.6pp | 30.72%+0.4pp | 81.02%-49.9pp |
| Employer contribution / active EE | $244 | $1,512-83.8% | $2,540-90.4% | $2,440-90.0% |
| Participant deferral / active EE | $1,655 | $2,606-36.5% | $3,619-54.3% | $3,608-54.1% |
| Admin fee / account holder | $834 | $4,102-79.7% | $6,253-86.7% | $5,124-83.7% |