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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 | $33,657 | $54,541-38.3% | $78,778-57.3% | $70,124-52.0% |
| Participation rate | 64.0% | 60.8%+3.2pp | 69.2%-5.2pp | 69.5%-5.5pp |
| Annual return | 17.96% | 21.07%-3.1pp | 35.62%-17.7pp | 73.14%-55.2pp |
| Employer contribution / active EE | $85 | $1,089-92.2% | $1,986-95.7% | $2,342-96.4% |
| Participant deferral / active EE | $2,056 | $2,210-7.0% | $2,958-30.5% | $3,332-38.3% |
| Admin fee / account holder | $1,816 | $3,709-51.0% | $5,134-64.6% | $4,645-60.9% |