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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 | $64,964 | $54,541+19.1% | $78,778-17.5% | $70,126-7.4% |
| Participation rate | 40.7% | 60.8%-20.1pp | 69.2%-28.5pp | 69.5%-28.8pp |
| Annual return | 12.30% | 21.07%-8.8pp | 35.62%-23.3pp | 73.15%-60.8pp |
| Employer contribution / active EE | $172 | $1,089-84.2% | $1,986-91.3% | $2,343-92.7% |
| Participant deferral / active EE | $1,851 | $2,210-16.3% | $2,958-37.4% | $3,332-44.5% |
| Admin fee / account holder | $5,897 | $3,709+59.0% | $5,134+14.9% | $4,645+26.9% |