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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 | $69,236 | $75,962-8.9% | $154,111-55.1% | $64,173+7.9% |
| Participation rate | 32.1% | 70.4%-38.3pp | 83.0%-50.9pp | 69.6%-37.4pp |
| Annual return | 7.70% | 30.32%-22.6pp | 735.18%-727.5pp | 7.63%+0.1pp |
| Employer contribution / active EE | $267 | $3,350-92.0% | $5,298-95.0% | $2,381-88.8% |
| Participant deferral / active EE | $1,115 | $3,175-64.9% | $5,081-78.1% | $3,470-67.9% |
| Admin fee / account holder | $848 | $5,589-84.8% | $13,411-93.7% | $4,887-82.7% |