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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 | $48,555 | $56,894-14.7% | $84,753-42.7% | $62,881-22.8% |
| Participation rate | 64.6% | 68.5%-3.9pp | 76.6%-12.0pp | 69.3%-4.7pp |
| Annual return | 6.75% | 6.30%+0.4pp | 22.78%-16.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $425 | $2,400-82.3% | $3,574-88.1% | $2,281-81.4% |
| Participant deferral / active EE | $1,822 | $2,709-32.7% | $3,712-50.9% | $3,203-43.1% |
| Admin fee / account holder | $1,009 | $3,581-71.8% | $5,333-81.1% | $4,296-76.5% |