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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 | $35,072 | $57,541-39.0% | $95,740-63.4% | $75,173-53.3% |
| Participation rate | 65.4% | 62.5%+2.9pp | 72.3%-6.9pp | 67.2%-1.8pp |
| Annual return | 13.93% | 34.93%-21.0pp | 28.41%-14.5pp | 160.72%-146.8pp |
| Employer contribution / active EE | $316 | $1,808-82.5% | $2,836-88.8% | $2,671-88.2% |
| Participant deferral / active EE | $1,854 | $3,074-39.7% | $4,244-56.3% | $4,126-55.1% |
| Admin fee / account holder | $9,697 | $4,099+136.6% | $5,676+70.8% | $5,651+71.6% |