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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 | $72,345 | $78,428-7.8% | $95,960-24.6% | $79,852-9.4% |
| Participation rate | 65.2% | 73.5%-8.3pp | 77.1%-11.9pp | 69.6%-4.4pp |
| Annual return | 14.39% | 19.37%-5.0pp | 91.63%-77.2pp | 31.72%-17.3pp |
| Employer contribution / active EE | $6 | $1,945-99.7% | $2,541-99.8% | $2,471-99.8% |
| Participant deferral / active EE | $2,164 | $3,440-37.1% | $4,167-48.1% | $3,740-42.1% |
| Admin fee / account holder | $715 | $5,622-87.3% | $6,797-89.5% | $5,306-86.5% |