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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 | $50,554-28.7% | $67,681-46.8% | $87,485-58.8% |
| Participation rate | 69.2% | 67.7%+1.5pp | 73.7%-4.5pp | 68.9%+0.3pp |
| Annual return | 16.05% | 17.81%-1.8pp | 590.58%-574.5pp | 26.06%-10.0pp |
| Employer contribution / active EE | $262 | $1,988-86.8% | $2,678-90.2% | $2,596-89.9% |
| Participant deferral / active EE | $2,806 | $2,961-5.2% | $3,976-29.4% | $4,274-34.3% |
| Admin fee / account holder | $873 | $4,132-78.9% | $6,100-85.7% | $7,775-88.8% |