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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 | $38,989 | $56,894-31.5% | $84,753-54.0% | $62,881-38.0% |
| Participation rate | 66.7% | 68.5%-1.9pp | 76.6%-9.9pp | 69.3%-2.6pp |
| Annual return | 6.62% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.5pp |
| Employer contribution / active EE | $427 | $2,400-82.2% | $3,574-88.0% | $2,281-81.3% |
| Participant deferral / active EE | $2,572 | $2,709-5.1% | $3,712-30.7% | $3,203-19.7% |
| Admin fee / account holder | $1,122 | $3,581-68.7% | $5,333-79.0% | $4,296-73.9% |