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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 | $73,246 | $51,708+41.7% | $106,619-31.3% | $62,881+16.5% |
| Participation rate | 58.0% | 66.9%-8.9pp | 78.0%-20.0pp | 69.3%-11.4pp |
| Annual return | 6.89% | 4.69%+2.2pp | 9.42%-2.5pp | 20.14%-13.3pp |
| Employer contribution / active EE | $388 | $1,764-78.0% | $3,947-90.2% | $2,281-83.0% |
| Participant deferral / active EE | $2,941 | $2,315+27.0% | $3,930-25.2% | $3,203-8.2% |
| Admin fee / account holder | $6,231 | $3,349+86.1% | $6,418-2.9% | $4,296+45.1% |