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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 | $54,905 | $56,894-3.5% | $84,753-35.2% | $62,881-12.7% |
| Participation rate | 65.7% | 68.5%-2.8pp | 76.6%-10.9pp | 69.3%-3.6pp |
| Annual return | 7.56% | 6.30%+1.3pp | 22.78%-15.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,853 | $2,709+79.1% | $3,712+30.7% | $3,203+51.5% |
| Admin fee / account holder | $4,940 | $3,581+37.9% | $5,333-7.4% | $4,296+15.0% |