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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 | $58,655 | $56,894+3.1% | $84,753-30.8% | $62,881-6.7% |
| Participation rate | 41.4% | 68.5%-27.2pp | 76.6%-35.2pp | 69.3%-27.9pp |
| Annual return | 8.52% | 6.30%+2.2pp | 22.78%-14.3pp | 20.14%-11.6pp |
| Employer contribution / active EE | $264 | $2,400-89.0% | $3,574-92.6% | $2,281-88.4% |
| Participant deferral / active EE | $2,260 | $2,709-16.6% | $3,712-39.1% | $3,203-29.4% |
| Admin fee / account holder | $530 | $3,581-85.2% | $5,333-90.1% | $4,296-87.7% |