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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 | $56,539 | $86,949-35.0% | $102,460-44.8% | $80,959-30.2% |
| Participation rate | 35.1% | 72.4%-37.3pp | 76.5%-41.4pp | 67.7%-32.6pp |
| Annual return | 23.68% | 18.89%+4.8pp | 29.47%-5.8pp | 35.67%-12.0pp |
| Employer contribution / active EE | $485 | $2,370-79.5% | $3,025-84.0% | $2,757-82.4% |
| Participant deferral / active EE | $2,010 | $4,121-51.2% | $5,056-60.3% | $4,300-53.3% |
| Admin fee / account holder | $8,996 | $8,048+11.8% | $9,460-4.9% | $6,925+29.9% |