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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 | $61,097 | $57,352+6.5% | $83,831-27.1% | $64,173-4.8% |
| Participation rate | 54.1% | 68.6%-14.6pp | 76.1%-22.1pp | 69.6%-15.5pp |
| Annual return | 3.56% | 11.38%-7.8pp | 850.99%-847.4pp | 7.63%-4.1pp |
| Employer contribution / active EE | $373 | $2,546-85.4% | $3,631-89.7% | $2,381-84.3% |
| Participant deferral / active EE | $3,727 | $2,993+24.5% | $4,082-8.7% | $3,470+7.4% |
| Admin fee / account holder | $1,556 | $4,046-61.5% | $5,479-71.6% | $4,887-68.2% |