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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 | $72,273 | $56,894+27.0% | $84,753-14.7% | $62,881+14.9% |
| Participation rate | 37.5% | 68.5%-31.0pp | 76.6%-39.1pp | 69.3%-31.8pp |
| Annual return | 6.94% | 6.30%+0.6pp | 22.78%-15.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $303 | $2,400-87.4% | $3,574-91.5% | $2,281-86.7% |
| Participant deferral / active EE | $1,801 | $2,709-33.5% | $3,712-51.5% | $3,203-43.8% |
| Admin fee / account holder | $1,336 | $3,581-62.7% | $5,333-74.9% | $4,296-68.9% |