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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 | $45,448 | $46,360-2.0% | $147,617-69.2% | $52,331-13.2% |
| Participation rate | 24.3% | 64.9%-40.7pp | 84.6%-60.3pp | 68.1%-43.8pp |
| Annual return | 2.81% | 1.62%+1.2pp | 61.98%-59.2pp | 4.54%-1.7pp |
| Employer contribution / active EE | $138 | $2,126-93.5% | $5,564-97.5% | $1,882-92.7% |
| Participant deferral / active EE | $1,017 | $2,258-55.0% | $4,895-79.2% | $3,022-66.4% |
| Admin fee / account holder | $3,043 | $766+297.3% | $11,612-73.8% | $592+414.3% |