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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 | $66,009 | $56,894+16.0% | $84,753-22.1% | $62,881+5.0% |
| Participation rate | 48.4% | 68.5%-20.2pp | 76.6%-28.2pp | 69.3%-21.0pp |
| Annual return | 11.94% | 6.30%+5.6pp | 22.78%-10.8pp | 20.14%-8.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,147 | $2,709-20.7% | $3,712-42.2% | $3,203-33.0% |
| Admin fee / account holder | $830 | $3,581-76.8% | $5,333-84.4% | $4,296-80.7% |