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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 | $52,651 | $47,944+9.8% | $67,834-22.4% | $62,891-16.3% |
| Participation rate | 63.6% | 61.1%+2.6pp | 68.8%-5.2pp | 69.3%-5.7pp |
| Annual return | 13.20% | 11.77%+1.4pp | 138.47%-125.3pp | 20.14%-6.9pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,538 | $2,247-31.6% | $3,160-51.3% | $3,203-52.0% |
| Admin fee / account holder | $4,575 | $3,712+23.2% | $4,622-1.0% | $4,296+6.5% |