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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 | $61,799 | $73,787-16.2% | $98,716-37.4% | $82,448-25.0% |
| Participation rate | 62.7% | 61.4%+1.3pp | 69.3%-6.6pp | 68.1%-5.4pp |
| Annual return | 16.72% | 18.57%-1.8pp | 31.81%-15.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $257 | $1,511-83.0% | $2,279-88.7% | $2,551-89.9% |
| Participant deferral / active EE | $3,155 | $3,081+2.4% | $4,048-22.0% | $4,139-23.8% |
| Admin fee / account holder | $459 | $6,500-92.9% | $8,703-94.7% | $7,234-93.7% |