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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 | $42,262 | $56,894-25.7% | $84,753-50.1% | $62,881-32.8% |
| Participation rate | 33.7% | 68.5%-34.8pp | 76.6%-42.9pp | 69.3%-35.6pp |
| Annual return | 13.09% | 6.30%+6.8pp | 22.78%-9.7pp | 20.14%-7.1pp |
| Employer contribution / active EE | $367 | $2,400-84.7% | $3,574-89.7% | $2,281-83.9% |
| Participant deferral / active EE | $2,450 | $2,709-9.6% | $3,712-34.0% | $3,203-23.5% |
| Admin fee / account holder | $3,086 | $3,581-13.8% | $5,333-42.1% | $4,296-28.2% |