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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 | $45,996 | $56,894-19.2% | $84,753-45.7% | $62,881-26.9% |
| Participation rate | 36.4% | 68.5%-32.2pp | 76.6%-40.2pp | 69.3%-32.9pp |
| Annual return | 9.01% | 6.30%+2.7pp | 22.78%-13.8pp | 20.14%-11.1pp |
| Employer contribution / active EE | $334 | $2,400-86.1% | $3,574-90.7% | $2,281-85.4% |
| Participant deferral / active EE | $3,383 | $2,709+24.9% | $3,712-8.9% | $3,203+5.6% |
| Admin fee / account holder | $26,265 | $3,581+633.5% | $5,333+392.5% | $4,296+511.4% |