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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 | $66,562 | $61,789+7.7% | $97,167-31.5% | $80,874-17.7% |
| Participation rate | 44.4% | 63.5%-19.0pp | 72.7%-28.2pp | 67.6%-23.2pp |
| Annual return | 10.72% | -557.90%+568.6pp | 75.27%-64.5pp | 35.62%-24.9pp |
| Employer contribution / active EE | $224 | $1,837-87.8% | $2,729-91.8% | $2,756-91.9% |
| Participant deferral / active EE | $3,085 | $3,028+1.9% | $4,264-27.6% | $4,297-28.2% |
| Admin fee / account holder | $6,095 | $5,168+17.9% | $5,650+7.9% | $6,935-12.1% |