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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 | $52,984 | $69,255-23.5% | $133,346-60.3% | $69,255-23.5% |
| Participation rate | 32.3% | 69.0%-36.8pp | 72.8%-40.6pp | 69.0%-36.8pp |
| Annual return | 17.40% | 26.73%-9.3pp | 36.85%-19.5pp | 26.73%-9.3pp |
| Employer contribution / active EE | $150 | $2,645-94.3% | $2,853-94.8% | $2,645-94.3% |
| Participant deferral / active EE | $1,903 | $2,890-34.2% | $4,332-56.1% | $2,890-34.2% |
| Admin fee / account holder | $3,510 | $733+378.9% | $14,264-75.4% | $733+378.9% |