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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 | $35,680 | $103,966-65.7% | $112,899-68.4% | $75,173-52.5% |
| Participation rate | 67.6% | 75.7%-8.1pp | 80.5%-13.0pp | 67.2%+0.4pp |
| Annual return | 18.08% | 24.54%-6.5pp | 34.11%-16.0pp | 160.72%-142.6pp |
| Employer contribution / active EE | $964 | $3,870-75.1% | $4,566-78.9% | $2,671-63.9% |
| Participant deferral / active EE | $7,596 | $5,456+39.2% | $6,516+16.6% | $4,126+84.1% |
| Admin fee / account holder | $9,404 | $7,663+22.7% | $7,047+33.4% | $5,651+66.4% |