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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 | $85,539 | $64,517+32.6% | $81,438+5.0% | $80,874+5.8% |
| Participation rate | 42.2% | 63.9%-21.7pp | 69.5%-27.3pp | 67.6%-25.4pp |
| Annual return | 17.64% | 16.35%+1.3pp | 24.74%-7.1pp | 35.62%-18.0pp |
| Employer contribution / active EE | $0 | $1,982-100.0% | $2,460-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,271 | $3,096-58.9% | $3,883-67.3% | $4,297-70.4% |
| Admin fee / account holder | $4,683 | $5,677-17.5% | $5,764-18.7% | $6,935-32.5% |