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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 | $38,585 | $52,903-27.1% | $73,309-47.4% | $59,632-35.3% |
| Participation rate | 69.9% | 68.2%+1.7pp | 74.9%-5.0pp | 68.7%+1.2pp |
| Annual return | 15.91% | 12.20%+3.7pp | 5.67%+10.2pp | 2041.32%-2025.4pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,829 | $4,069+43.2% | $4,991+16.8% | $3,192+82.6% |
| Admin fee / account holder | $1,788 | $3,834-53.4% | $5,637-68.3% | $4,297-58.4% |