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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 | $56,561 | $69,977-19.2% | $108,582-47.9% | $62,881-10.1% |
| Participation rate | 50.8% | 72.9%-22.0pp | 79.6%-28.7pp | 69.3%-18.5pp |
| Annual return | 7.50% | 10.73%-3.2pp | -51.70%+59.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $341 | $2,135-84.0% | $3,758-90.9% | $2,281-85.0% |
| Participant deferral / active EE | $1,749 | $3,165-44.7% | $4,311-59.4% | $3,203-45.4% |
| Admin fee / account holder | $1,036 | $5,076-79.6% | $7,645-86.4% | $4,296-75.9% |