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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 | $42,856 | $43,075-0.5% | $74,577-42.5% | $62,881-31.8% |
| Participation rate | 59.4% | 58.1%+1.3pp | 68.1%-8.7pp | 69.3%-9.9pp |
| Annual return | 8.79% | 17.50%-8.7pp | 20.47%-11.7pp | 20.14%-11.4pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,621 | $2,389+93.4% | $3,458+33.6% | $3,203+44.3% |
| Admin fee / account holder | $303 | $2,840-89.3% | $4,138-92.7% | $4,296-92.9% |