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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 | $45,160 | $69,977-35.5% | $108,582-58.4% | $62,881-28.2% |
| Participation rate | 45.2% | 72.9%-27.7pp | 79.6%-34.4pp | 69.3%-24.1pp |
| Annual return | 5.18% | 10.73%-5.5pp | -51.70%+56.9pp | 20.14%-15.0pp |
| Employer contribution / active EE | $267 | $2,135-87.5% | $3,758-92.9% | $2,281-88.3% |
| Participant deferral / active EE | $2,116 | $3,165-33.2% | $4,311-50.9% | $3,203-34.0% |
| Admin fee / account holder | $3,790 | $5,076-25.3% | $7,645-50.4% | $4,296-11.8% |