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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 | $69,222 | $56,894+21.7% | $84,753-18.3% | $62,881+10.1% |
| Participation rate | 46.2% | 68.5%-22.4pp | 76.6%-30.4pp | 69.3%-23.2pp |
| Annual return | 8.57% | 6.30%+2.3pp | 22.78%-14.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $368 | $2,400-84.7% | $3,574-89.7% | $2,281-83.9% |
| Participant deferral / active EE | $1,801 | $2,709-33.5% | $3,712-51.5% | $3,203-43.8% |
| Admin fee / account holder | $408 | $3,581-88.6% | $5,333-92.4% | $4,296-90.5% |