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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 | $83,843-50.6% | $123,973-66.6% | $65,306-36.6% |
| Participation rate | 64.5% | 56.0%+8.6pp | 76.7%-12.1pp | 57.7%+6.9pp |
| Annual return | 18.04% | 19.87%-1.8pp | 388.13%-370.1pp | 21.94%-3.9pp |
| Employer contribution / active EE | $339 | $2,873-88.2% | $4,126-91.8% | $1,967-82.8% |
| Participant deferral / active EE | $3,318 | $2,997+10.7% | $5,247-36.8% | $2,959+12.1% |
| Admin fee / account holder | $2,438 | $4,735-48.5% | $11,799-79.3% | $3,480-29.9% |