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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 | $57,512 | $56,894+1.1% | $84,753-32.1% | $62,881-8.5% |
| Participation rate | 59.5% | 68.5%-9.1pp | 76.6%-17.1pp | 69.3%-9.8pp |
| Annual return | 7.40% | 6.30%+1.1pp | 22.78%-15.4pp | 20.14%-12.7pp |
| Employer contribution / active EE | $403 | $2,400-83.2% | $3,574-88.7% | $2,281-82.3% |
| Participant deferral / active EE | $1,774 | $2,709-34.5% | $3,712-52.2% | $3,203-44.6% |
| Admin fee / account holder | $512 | $3,581-85.7% | $5,333-90.4% | $4,296-88.1% |