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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 | $57,933 | $42,548+36.2% | $74,552-22.3% | $56,287+2.9% |
| Participation rate | 64.8% | 60.5%+4.3pp | 69.1%-4.4pp | 69.9%-5.1pp |
| Annual return | 17.93% | 12.40%+5.5pp | 32.53%-14.6pp | -9.96%+27.9pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,294 | $2,277+88.6% | $3,108+38.2% | $3,350+28.2% |
| Admin fee / account holder | $683 | $467+46.1% | $5,060-86.5% | $521+31.0% |