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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 | $55,488 | $60,349-8.1% | $74,184-25.2% | $62,881-11.8% |
| Participation rate | 68.0% | 72.7%-4.7pp | 76.6%-8.6pp | 69.3%-1.3pp |
| Annual return | 4.91% | 21.38%-16.5pp | 17.74%-12.8pp | 20.14%-15.2pp |
| Employer contribution / active EE | $324 | $1,680-80.7% | $2,370-86.3% | $2,281-85.8% |
| Participant deferral / active EE | $3,225 | $2,856+12.9% | $3,550-9.2% | $3,203+0.7% |
| Admin fee / account holder | $1,514 | $4,261-64.5% | $5,586-72.9% | $4,296-64.8% |