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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 | $36,033 | $48,011-24.9% | $63,803-43.5% | $82,637-56.4% |
| Participation rate | 69.2% | 66.6%+2.7pp | 72.7%-3.5pp | 68.1%+1.2pp |
| Annual return | 16.05% | 19.84%-3.8pp | 543.72%-527.7pp | 53.51%-37.5pp |
| Employer contribution / active EE | $262 | $1,904-86.3% | $2,532-89.7% | $2,552-89.8% |
| Participant deferral / active EE | $2,806 | $2,846-1.4% | $3,843-27.0% | $4,126-32.0% |
| Admin fee / account holder | $873 | $3,873-77.5% | $5,196-83.2% | $7,339-88.1% |