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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 | $53,532 | $54,320-1.5% | $67,652-20.9% | $52,331+2.3% |
| Participation rate | 67.0% | 73.6%-6.6pp | 75.7%-8.7pp | 68.1%-1.1pp |
| Annual return | 6.19% | 6.81%-0.6pp | 6625.40%-6619.2pp | 4.54%+1.6pp |
| Employer contribution / active EE | $255 | $1,544-83.5% | $2,266-88.7% | $1,882-86.4% |
| Participant deferral / active EE | $2,567 | $2,950-13.0% | $3,560-27.9% | $3,022-15.1% |
| Admin fee / account holder | $3,796 | $527+620.8% | $4,821-21.3% | $592+541.6% |