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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 | $39,319 | $45,082-12.8% | $69,464-43.4% | $72,975-46.1% |
| Participation rate | 69.0% | 68.5%+0.5pp | 74.6%-5.6pp | 69.5%-0.5pp |
| Annual return | 8.97% | 22.66%-13.7pp | 28.98%-20.0pp | 81.01%-72.0pp |
| Employer contribution / active EE | $353 | $2,055-82.8% | $2,779-87.3% | $2,440-85.5% |
| Participant deferral / active EE | $3,707 | $2,604+42.4% | $3,536+4.8% | $3,608+2.8% |
| Admin fee / account holder | $792 | $3,057-74.1% | $3,840-79.4% | $5,124-84.6% |