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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 | $62,519 | $56,894+9.9% | $84,753-26.2% | $62,881-0.6% |
| Participation rate | 58.3% | 68.5%-10.2pp | 76.6%-18.3pp | 69.3%-11.0pp |
| Annual return | 7.66% | 6.30%+1.4pp | 22.78%-15.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $388 | $2,400-83.8% | $3,574-89.1% | $2,281-83.0% |
| Participant deferral / active EE | $2,708 | $2,7090% | $3,712-27.0% | $3,203-15.5% |
| Admin fee / account holder | $1,441 | $3,581-59.8% | $5,333-73.0% | $4,296-66.5% |