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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 | $51,100 | $48,364+5.7% | $71,796-28.8% | $62,881-18.7% |
| Participation rate | 38.6% | 60.6%-22.0pp | 69.1%-30.5pp | 69.3%-30.7pp |
| Annual return | 7.13% | 13.16%-6.0pp | 78.04%-70.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $75 | $1,042-92.8% | $1,924-96.1% | $2,281-96.7% |
| Participant deferral / active EE | $1,659 | $2,091-20.7% | $2,794-40.6% | $3,203-48.2% |
| Admin fee / account holder | $2,778 | $3,771-26.3% | $4,815-42.3% | $4,296-35.3% |