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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 | $65,326 | $56,894+14.8% | $84,753-22.9% | $62,881+3.9% |
| Participation rate | 68.2% | 68.5%-0.4pp | 76.6%-8.4pp | 69.3%-1.1pp |
| Annual return | 9.72% | 6.30%+3.4pp | 22.78%-13.1pp | 20.14%-10.4pp |
| Employer contribution / active EE | $312 | $2,400-87.0% | $3,574-91.3% | $2,281-86.3% |
| Participant deferral / active EE | $3,339 | $2,709+23.2% | $3,712-10.1% | $3,203+4.2% |
| Admin fee / account holder | $10,066 | $3,581+181.1% | $5,333+88.7% | $4,296+134.3% |