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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 | $36,211 | $56,894-36.4% | $84,753-57.3% | $62,881-42.4% |
| Participation rate | 69.0% | 68.5%+0.5pp | 76.6%-7.5pp | 69.3%-0.3pp |
| Annual return | 5.41% | 6.30%-0.9pp | 22.78%-17.4pp | 20.14%-14.7pp |
| Employer contribution / active EE | $6 | $2,400-99.8% | $3,574-99.8% | $2,281-99.8% |
| Participant deferral / active EE | $1,472 | $2,709-45.7% | $3,712-60.4% | $3,203-54.1% |
| Admin fee / account holder | $6,527 | $3,581+82.3% | $5,333+22.4% | $4,296+51.9% |