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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 | $56,494 | $69,137-18.3% | $182,153-69.0% | $94,015-39.9% |
| Participation rate | 68.3% | 59.6%+8.7pp | 65.7%+2.6pp | 70.8%-2.5pp |
| Annual return | 16.44% | 21.34%-4.9pp | 35.04%-18.6pp | 17.84%-1.4pp |
| Employer contribution / active EE | $335 | $2,152-84.4% | $2,593-87.1% | $2,790-88.0% |
| Participant deferral / active EE | $2,267 | $2,665-14.9% | $3,776-40.0% | $4,249-46.7% |
| Admin fee / account holder | $496 | $11,615-95.7% | $9,477-94.8% | $8,951-94.5% |