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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 | $55,804 | $81,233-31.3% | $155,567-64.1% | $80,874-31.0% |
| Participation rate | 44.4% | 66.2%-21.8pp | 78.2%-33.8pp | 67.6%-23.2pp |
| Annual return | 10.75% | 33.33%-22.6pp | 64.74%-54.0pp | 35.62%-24.9pp |
| Employer contribution / active EE | $173 | $3,101-94.4% | $4,674-96.3% | $2,756-93.7% |
| Participant deferral / active EE | $2,928 | $3,452-15.2% | $5,628-48.0% | $4,297-31.9% |
| Admin fee / account holder | $10,296 | $7,998+28.7% | $15,916-35.3% | $6,935+48.5% |