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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 | $79,459 | $53,596+48.3% | $90,657-12.4% | $64,173+23.8% |
| Participation rate | 30.2% | 64.5%-34.3pp | 74.0%-43.8pp | 69.6%-39.3pp |
| Annual return | 10.05% | 4.41%+5.6pp | 1.89%+8.2pp | 7.63%+2.4pp |
| Employer contribution / active EE | $104 | $1,503-93.0% | $2,532-95.9% | $2,381-95.6% |
| Participant deferral / active EE | $1,626 | $2,459-33.9% | $3,424-52.5% | $3,470-53.1% |
| Admin fee / account holder | $4,310 | $3,868+11.4% | $4,994-13.7% | $4,887-11.8% |