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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 | $57,704 | $70,418-18.1% | $96,570-40.2% | $85,847-32.8% |
| Participation rate | 65.9% | 61.8%+4.0pp | 69.8%-4.0pp | 69.3%-3.5pp |
| Annual return | 14.36% | 18.59%-4.2pp | 37.79%-23.4pp | 318.61%-304.2pp |
| Employer contribution / active EE | $17 | $1,413-98.8% | $2,357-99.3% | $2,565-99.3% |
| Participant deferral / active EE | $3,027 | $2,894+4.6% | $3,849-21.4% | $3,952-23.4% |
| Admin fee / account holder | $8,984 | $4,995+79.9% | $6,182+45.3% | $6,261+43.5% |