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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 | $65,948 | $56,894+15.9% | $84,753-22.2% | $62,881+4.9% |
| Participation rate | 65.7% | 68.5%-2.8pp | 76.6%-10.9pp | 69.3%-3.6pp |
| Annual return | 7.83% | 6.30%+1.5pp | 22.78%-15.0pp | 20.14%-12.3pp |
| Employer contribution / active EE | $377 | $2,400-84.3% | $3,574-89.5% | $2,281-83.5% |
| Participant deferral / active EE | $2,611 | $2,709-3.6% | $3,712-29.7% | $3,203-18.5% |
| Admin fee / account holder | $8,132 | $3,581+127.1% | $5,333+52.5% | $4,296+89.3% |