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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 | $66,918 | $32,037+108.9% | $69,182-3.3% | $62,881+6.4% |
| Participation rate | 34.9% | 43.4%-8.5pp | 55.1%-20.2pp | 69.3%-34.4pp |
| Annual return | 7.83% | 15.16%-7.3pp | -21.93%+29.8pp | 20.14%-12.3pp |
| Employer contribution / active EE | $59 | $679-91.4% | $1,206-95.1% | $2,281-97.4% |
| Participant deferral / active EE | $874 | $1,185-26.2% | $1,897-53.9% | $3,203-72.7% |
| Admin fee / account holder | $391 | $2,608-85.0% | $2,697-85.5% | $4,296-90.9% |