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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 | $59,380 | $80,992-26.7% | $96,534-38.5% | $75,173-21.0% |
| Participation rate | 67.9% | 71.8%-3.9pp | 76.0%-8.1pp | 67.2%+0.7pp |
| Annual return | 18.87% | 27.05%-8.2pp | 25.88%-7.0pp | 160.72%-141.8pp |
| Employer contribution / active EE | $422 | $2,283-81.5% | $2,965-85.8% | $2,671-84.2% |
| Participant deferral / active EE | $2,250 | $3,929-42.7% | $4,851-53.6% | $4,126-45.5% |
| Admin fee / account holder | $5,904 | $6,717-12.1% | $8,253-28.5% | $5,651+4.5% |