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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 | $64,275 | $52,884+21.5% | $84,753-24.2% | $55,167+16.5% |
| Participation rate | 33.3% | 67.5%-34.2pp | 76.6%-43.3pp | 69.0%-35.7pp |
| Annual return | 8.52% | 18.03%-9.5pp | 22.78%-14.3pp | 169.23%-160.7pp |
| Employer contribution / active EE | $120 | $2,233-94.6% | $3,574-96.6% | $1,963-93.9% |
| Participant deferral / active EE | $1,202 | $2,644-54.5% | $3,712-67.6% | $3,054-60.7% |
| Admin fee / account holder | $2,203 | $581+279.3% | $5,333-58.7% | $504+337.2% |