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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 | $69,429 | $49,025+41.6% | $87,502-20.7% | $62,881+10.4% |
| Participation rate | 64.1% | 64.9%-0.8pp | 73.8%-9.7pp | 69.3%-5.2pp |
| Annual return | 5.88% | 10.02%-4.1pp | 12.21%-6.3pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,354 | $2,289+46.5% | $3,149+6.5% | $3,203+4.7% |
| Admin fee / account holder | $1,021 | $4,065-74.9% | $4,221-75.8% | $4,296-76.2% |