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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 | $36,626 | $43,344-15.5% | $59,899-38.9% | $64,173-42.9% |
| Participation rate | 41.7% | 69.2%-27.5pp | 74.7%-33.0pp | 69.6%-27.9pp |
| Annual return | 8.90% | -1.55%+10.5pp | 3.46%+5.4pp | 7.63%+1.3pp |
| Employer contribution / active EE | $93 | $2,030-95.4% | $2,723-96.6% | $2,381-96.1% |
| Participant deferral / active EE | $1,989 | $2,547-21.9% | $3,402-41.5% | $3,470-42.7% |
| Admin fee / account holder | $4,224 | $3,008+40.4% | $3,592+17.6% | $4,887-13.6% |