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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 | $82,996 | $84,236-1.5% | $170,435-51.3% | $70,126+18.4% |
| Participation rate | 43.1% | 70.8%-27.7pp | 83.6%-40.5pp | 69.5%-26.4pp |
| Annual return | 12.51% | 23.06%-10.6pp | 205.94%-193.4pp | 73.15%-60.6pp |
| Employer contribution / active EE | $222 | $3,387-93.5% | $5,432-95.9% | $2,343-90.5% |
| Participant deferral / active EE | $1,508 | $3,086-51.1% | $4,939-69.5% | $3,332-54.7% |
| Admin fee / account holder | $10,588 | $5,698+85.8% | $13,881-23.7% | $4,645+127.9% |