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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 | $62,103 | $52,682+17.9% | $78,004-20.4% | $64,097-3.1% |
| Participation rate | 35.0% | 47.7%-12.7pp | 69.4%-34.4pp | 55.2%-20.2pp |
| Annual return | 14.46% | 22.45%-8.0pp | 31.07%-16.6pp | 34.64%-20.2pp |
| Employer contribution / active EE | $70 | $1,323-94.7% | $2,469-97.2% | $1,891-96.3% |
| Participant deferral / active EE | $2,020 | $2,346-13.9% | $4,092-50.6% | $3,080-34.4% |
| Admin fee / account holder | $5,085 | $5,420-6.2% | $7,578-32.9% | $3,454+47.2% |