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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 | $47,760 | $41,377+15.4% | $109,313-56.3% | $62,881-24.0% |
| Participation rate | 25.8% | 57.5%-31.7pp | 71.3%-45.5pp | 69.3%-43.5pp |
| Annual return | 8.39% | 11.05%-2.7pp | 22.07%-13.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $179 | $1,276-86.0% | $3,892-95.4% | $2,281-92.2% |
| Participant deferral / active EE | $886 | $2,045-56.7% | $3,166-72.0% | $3,203-72.3% |
| Admin fee / account holder | $2,309 | $2,884-20.0% | $5,666-59.3% | $4,296-46.3% |