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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 | $67,924 | $62,583+8.5% | $76,767-11.5% | $64,173+5.8% |
| Participation rate | 62.0% | 72.8%-10.8pp | 77.0%-15.0pp | 69.6%-7.6pp |
| Annual return | 12.15% | -1.95%+14.1pp | 2.43%+9.7pp | 7.63%+4.5pp |
| Employer contribution / active EE | $383 | $1,832-79.1% | $2,485-84.6% | $2,381-83.9% |
| Participant deferral / active EE | $2,414 | $3,145-23.2% | $3,852-37.3% | $3,470-30.4% |
| Admin fee / account holder | $6,533 | $4,667+40.0% | $6,675-2.1% | $4,887+33.7% |