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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 | $55,989 | $49,796+12.4% | $136,867-59.1% | $69,255-19.2% |
| Participation rate | 24.3% | 62.1%-37.8pp | 74.5%-50.3pp | 69.0%-44.8pp |
| Annual return | 15.46% | 12.45%+3.0pp | 42.97%-27.5pp | 26.73%-11.3pp |
| Employer contribution / active EE | $409 | $2,044-80.0% | $3,547-88.5% | $2,645-84.5% |
| Participant deferral / active EE | $1,506 | $2,062-27.0% | $4,924-69.4% | $2,890-47.9% |
| Admin fee / account holder | $1,603 | $484+231.1% | $10,340-84.5% | $733+118.7% |