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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 | $64,832 | $79,867-18.8% | $120,344-46.1% | $64,340+0.8% |
| Participation rate | 47.9% | 63.0%-15.1pp | 76.7%-28.8pp | 55.2%-7.4pp |
| Annual return | 20.35% | 21.10%-0.8pp | 20.30%0pp | 24.14%-3.8pp |
| Employer contribution / active EE | $155 | $1,925-91.9% | $3,020-94.9% | $1,862-91.7% |
| Participant deferral / active EE | $3,183 | $3,593-11.4% | $5,135-38.0% | $2,980+6.8% |
| Admin fee / account holder | $4,713 | $5,039-6.5% | $12,742-63.0% | $3,703+27.3% |