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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 | $48,286 | $85,515-43.5% | $112,040-56.9% | $67,986-29.0% |
| Participation rate | 65.4% | 68.2%-2.8pp | 76.5%-11.1pp | 57.2%+8.2pp |
| Annual return | 13.09% | 29.68%-16.6pp | 24.52%-11.4pp | 31.67%-18.6pp |
| Employer contribution / active EE | $613 | $2,191-72.0% | $2,954-79.3% | $2,019-69.6% |
| Participant deferral / active EE | $2,451 | $4,014-38.9% | $5,098-51.9% | $3,358-27.0% |
| Admin fee / account holder | $14,029 | $3,774+271.8% | $12,098+16.0% | $3,203+338.0% |