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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 | $85,432 | $58,828+45.2% | $78,002+9.5% | $62,881+35.9% |
| Participation rate | 38.9% | 71.1%-32.2pp | 75.5%-36.6pp | 69.3%-30.4pp |
| Annual return | 5.36% | 17.16%-11.8pp | 425.99%-420.6pp | 20.14%-14.8pp |
| Employer contribution / active EE | $265 | $1,672-84.2% | $2,470-89.3% | $2,281-88.4% |
| Participant deferral / active EE | $2,710 | $2,686+0.9% | $3,497-22.5% | $3,203-15.4% |
| Admin fee / account holder | $430 | $4,393-90.2% | $5,481-92.1% | $4,296-90.0% |