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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 | $19,900 | $81,276-75.5% | $155,574-87.2% | $80,925-75.4% |
| Participation rate | 67.4% | 66.2%+1.2pp | 78.2%-10.8pp | 67.7%-0.2pp |
| Annual return | 13.59% | 33.36%-19.8pp | 64.87%-51.3pp | 35.65%-22.1pp |
| Employer contribution / active EE | $360 | $3,103-88.4% | $4,676-92.3% | $2,756-86.9% |
| Participant deferral / active EE | $2,376 | $3,453-31.2% | $5,629-57.8% | $4,299-44.7% |
| Admin fee / account holder | $1,615 | $7,993-79.8% | $15,914-89.8% | $6,940-76.7% |