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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 | $49,836 | $62,592-20.4% | $85,709-41.9% | $85,847-41.9% |
| Participation rate | 63.8% | 61.1%+2.7pp | 69.9%-6.0pp | 69.3%-5.5pp |
| Annual return | 13.92% | 23.77%-9.8pp | 21.49%-7.6pp | 318.61%-304.7pp |
| Employer contribution / active EE | $207 | $1,755-88.2% | $2,619-92.1% | $2,565-91.9% |
| Participant deferral / active EE | $3,040 | $2,802+8.5% | $3,924-22.5% | $3,952-23.1% |
| Admin fee / account holder | $10,063 | $4,643+116.8% | $6,876+46.4% | $6,261+60.7% |