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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 | $89,175 | $86,949+2.6% | $102,460-13.0% | $80,959+10.1% |
| Participation rate | 24.0% | 72.4%-48.4pp | 76.5%-52.5pp | 67.7%-43.7pp |
| Annual return | 21.47% | 18.89%+2.6pp | 29.47%-8.0pp | 35.67%-14.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,048 | $4,121-50.3% | $5,056-59.5% | $4,300-52.4% |
| Admin fee / account holder | $344 | $8,048-95.7% | $9,460-96.4% | $6,925-95.0% |