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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 | $56,615 | $54,541+3.8% | $78,778-28.1% | $70,126-19.3% |
| Participation rate | 68.0% | 60.8%+7.2pp | 69.2%-1.2pp | 69.5%-1.5pp |
| Annual return | 16.93% | 21.07%-4.1pp | 35.62%-18.7pp | 73.15%-56.2pp |
| Employer contribution / active EE | $38 | $1,089-96.5% | $1,986-98.1% | $2,343-98.4% |
| Participant deferral / active EE | $2,475 | $2,210+12.0% | $2,958-16.3% | $3,332-25.7% |
| Admin fee / account holder | $2,100 | $3,709-43.4% | $5,134-59.1% | $4,645-54.8% |