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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 | $59,644 | $51,166+16.6% | $70,544-15.5% | $71,511-16.6% |
| Participation rate | 21.8% | 59.4%-37.6pp | 68.4%-46.6pp | 67.9%-46.2pp |
| Annual return | 13.91% | 42.71%-28.8pp | 32.79%-18.9pp | 28.86%-14.9pp |
| Employer contribution / active EE | $232 | $1,793-87.1% | $2,976-92.2% | $2,589-91.0% |
| Participant deferral / active EE | $1,361 | $3,031-55.1% | $4,568-70.2% | $4,291-68.3% |
| Admin fee / account holder | $1,867 | $2,000-6.7% | $6,427-71.0% | $1,588+17.5% |