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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 | $38,056 | $64,909-41.4% | $82,313-53.8% | $62,293-38.9% |
| Participation rate | 38.1% | 74.9%-36.8pp | 76.9%-38.8pp | 69.5%-31.4pp |
| Annual return | 23.59% | 21.18%+2.4pp | 25.88%-2.3pp | 28.90%-5.3pp |
| Employer contribution / active EE | $428 | $1,676-74.5% | $2,428-82.4% | $2,042-79.0% |
| Participant deferral / active EE | $2,649 | $3,103-14.6% | $3,706-28.5% | $3,169-16.4% |
| Admin fee / account holder | $475 | $440+8.0% | $5,608-91.5% | $479-0.9% |