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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 | $36,430 | $56,894-36.0% | $84,753-57.0% | $62,881-42.1% |
| Participation rate | 65.3% | 68.5%-3.2pp | 76.6%-11.3pp | 69.3%-4.0pp |
| Annual return | 10.75% | 6.30%+4.4pp | 22.78%-12.0pp | 20.14%-9.4pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,583 | $2,709+32.3% | $3,712-3.5% | $3,203+11.9% |
| Admin fee / account holder | $1,161 | $3,581-67.6% | $5,333-78.2% | $4,296-73.0% |