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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 | $71,070 | $56,894+24.9% | $84,753-16.1% | $62,881+13.0% |
| Participation rate | 64.7% | 68.5%-3.8pp | 76.6%-11.9pp | 69.3%-4.6pp |
| Annual return | 8.65% | 6.30%+2.3pp | 22.78%-14.1pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,480 | $2,709-8.5% | $3,712-33.2% | $3,203-22.6% |
| Admin fee / account holder | $5,599 | $3,581+56.4% | $5,333+5.0% | $4,296+30.3% |