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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 | $29,535 | $73,787-60.0% | $98,716-70.1% | $82,448-64.2% |
| Participation rate | 67.7% | 61.4%+6.3pp | 69.3%-1.6pp | 68.1%-0.3pp |
| Annual return | 16.85% | 18.57%-1.7pp | 31.81%-15.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $218 | $1,511-85.6% | $2,279-90.4% | $2,551-91.5% |
| Participant deferral / active EE | $2,729 | $3,081-11.4% | $4,048-32.6% | $4,139-34.1% |
| Admin fee / account holder | $11,929 | $6,500+83.5% | $8,703+37.1% | $7,234+64.9% |