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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 | $54,846 | $56,894-3.6% | $84,753-35.3% | $62,881-12.8% |
| Participation rate | 60.7% | 68.5%-7.9pp | 76.6%-15.9pp | 69.3%-8.6pp |
| Annual return | 7.93% | 6.30%+1.6pp | 22.78%-14.9pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,197 | $2,709-18.9% | $3,712-40.8% | $3,203-31.4% |
| Admin fee / account holder | $3,827 | $3,581+6.9% | $5,333-28.2% | $4,296-10.9% |