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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 | $70,724 | $66,764+5.9% | $88,497-20.1% | $62,881+12.5% |
| Participation rate | 55.6% | 77.3%-21.7pp | 82.4%-26.8pp | 69.3%-13.7pp |
| Annual return | 5.57% | 10.37%-4.8pp | 7.63%-2.1pp | 20.14%-14.6pp |
| Employer contribution / active EE | $591 | $3,077-80.8% | $4,036-85.4% | $2,281-74.1% |
| Participant deferral / active EE | $2,562 | $3,976-35.6% | $4,899-47.7% | $3,203-20.0% |
| Admin fee / account holder | $1,199 | $4,668-74.3% | $6,220-80.7% | $4,296-72.1% |