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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 | $61,149 | $54,541+12.1% | $78,778-22.4% | $70,126-12.8% |
| Participation rate | 65.9% | 60.8%+5.1pp | 69.2%-3.3pp | 69.5%-3.7pp |
| Annual return | 15.63% | 21.07%-5.4pp | 35.62%-20.0pp | 73.15%-57.5pp |
| Employer contribution / active EE | $43 | $1,089-96.1% | $1,986-97.8% | $2,343-98.2% |
| Participant deferral / active EE | $2,602 | $2,210+17.7% | $2,958-12.0% | $3,332-21.9% |
| Admin fee / account holder | $6,423 | $3,709+73.2% | $5,134+25.1% | $4,645+38.3% |