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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 | $67,467 | $56,894+18.6% | $84,753-20.4% | $62,881+7.3% |
| Participation rate | 32.9% | 68.5%-35.6pp | 76.6%-43.7pp | 69.3%-36.4pp |
| Annual return | 9.53% | 6.30%+3.2pp | 22.78%-13.3pp | 20.14%-10.6pp |
| Employer contribution / active EE | $150 | $2,400-93.7% | $3,574-95.8% | $2,281-93.4% |
| Participant deferral / active EE | $1,656 | $2,709-38.9% | $3,712-55.4% | $3,203-48.3% |
| Admin fee / account holder | $1,457 | $3,581-59.3% | $5,333-72.7% | $4,296-66.1% |