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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 | $41,384 | $80,332-48.5% | $107,187-61.4% | $64,097-35.4% |
| Participation rate | 64.5% | 54.4%+10.1pp | 75.0%-10.5pp | 55.2%+9.3pp |
| Annual return | 18.04% | 24.26%-6.2pp | 204.55%-186.5pp | 34.64%-16.6pp |
| Employer contribution / active EE | $339 | $2,501-86.4% | $3,782-91.0% | $1,891-82.1% |
| Participant deferral / active EE | $3,318 | $3,109+6.7% | $5,096-34.9% | $3,080+7.7% |
| Admin fee / account holder | $2,438 | $4,314-43.5% | $9,162-73.4% | $3,454-29.4% |