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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 | $56,879 | $50,464+12.7% | $75,784-24.9% | $52,331+8.7% |
| Participation rate | 65.1% | 66.8%-1.7pp | 75.8%-10.7pp | 68.1%-3.0pp |
| Annual return | 0.95% | 1.03%-0.1pp | 9.68%-8.7pp | 4.54%-3.6pp |
| Employer contribution / active EE | $238 | $1,988-88.0% | $3,323-92.8% | $1,882-87.4% |
| Participant deferral / active EE | $2,072 | $2,570-19.4% | $3,652-43.3% | $3,022-31.4% |
| Admin fee / account holder | $921 | $1,103-16.5% | $5,300-82.6% | $592+55.6% |