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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 | $46,454 | $58,493-20.6% | $84,023-44.7% | $72,976-36.3% |
| Participation rate | 62.3% | 61.2%+1.1pp | 69.0%-6.7pp | 69.5%-7.2pp |
| Annual return | 22.56% | 28.93%-6.4pp | 71.32%-48.8pp | 81.02%-58.5pp |
| Employer contribution / active EE | $220 | $1,163-81.1% | $1,984-88.9% | $2,440-91.0% |
| Participant deferral / active EE | $2,178 | $2,394-9.0% | $3,239-32.8% | $3,608-39.6% |
| Admin fee / account holder | $6,751 | $4,569+47.8% | $6,102+10.6% | $5,124+31.7% |