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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 | $80,395 | $56,894+41.3% | $84,753-5.1% | $62,881+27.9% |
| Participation rate | 54.0% | 68.5%-14.5pp | 76.6%-22.6pp | 69.3%-15.3pp |
| Annual return | 9.79% | 6.30%+3.5pp | 22.78%-13.0pp | 20.14%-10.4pp |
| Employer contribution / active EE | $390 | $2,400-83.7% | $3,574-89.1% | $2,281-82.9% |
| Participant deferral / active EE | $2,204 | $2,709-18.6% | $3,712-40.6% | $3,203-31.2% |
| Admin fee / account holder | $5,131 | $3,581+43.3% | $5,333-3.8% | $4,296+19.4% |