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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 | $79,444 | $56,894+39.6% | $84,753-6.3% | $62,881+26.3% |
| Participation rate | 38.9% | 68.5%-29.6pp | 76.6%-37.6pp | 69.3%-30.4pp |
| Annual return | 7.25% | 6.30%+1.0pp | 22.78%-15.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $401 | $2,400-83.3% | $3,574-88.8% | $2,281-82.4% |
| Participant deferral / active EE | $1,675 | $2,709-38.2% | $3,712-54.9% | $3,203-47.7% |
| Admin fee / account holder | $3,666 | $3,581+2.4% | $5,333-31.3% | $4,296-14.7% |