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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 | $64,224 | $76,551-16.1% | $123,894-48.2% | $62,881+2.1% |
| Participation rate | 48.4% | 73.0%-24.6pp | 81.4%-33.0pp | 69.3%-20.9pp |
| Annual return | 9.80% | 18.68%-8.9pp | 47.52%-37.7pp | 20.14%-10.3pp |
| Employer contribution / active EE | $317 | $2,882-89.0% | $4,617-93.1% | $2,281-86.1% |
| Participant deferral / active EE | $2,349 | $4,840-51.5% | $5,984-60.8% | $3,203-26.7% |
| Admin fee / account holder | $576 | $4,826-88.1% | $8,357-93.1% | $4,296-86.6% |