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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 | $68,594 | $51,466+33.3% | $78,778-12.9% | $62,293+10.1% |
| Participation rate | 60.5% | 59.8%+0.7pp | 69.2%-8.7pp | 69.5%-9.0pp |
| Annual return | 16.94% | 19.96%-3.0pp | 35.62%-18.7pp | 28.90%-12.0pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,989 | $2,147+39.2% | $2,958+1.0% | $3,169-5.7% |
| Admin fee / account holder | $1,950 | $489+298.4% | $5,134-62.0% | $479+306.7% |