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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 | $55,389 | $109,620-49.5% | $148,496-62.7% | $94,015-41.1% |
| Participation rate | 34.3% | 71.3%-37.0pp | 76.0%-41.8pp | 70.8%-36.5pp |
| Annual return | 15.54% | 17.54%-2.0pp | 12.33%+3.2pp | 17.84%-2.3pp |
| Employer contribution / active EE | $543 | $2,618-79.2% | $3,497-84.5% | $2,790-80.5% |
| Participant deferral / active EE | $4,155 | $3,831+8.5% | $4,808-13.6% | $4,249-2.2% |
| Admin fee / account holder | $10,846 | $10,050+7.9% | $19,547-44.5% | $8,951+21.2% |