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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 | $75,666 | $50,554+49.7% | $67,681+11.8% | $87,485-13.5% |
| Participation rate | 13.5% | 67.7%-54.2pp | 73.7%-60.2pp | 68.9%-55.4pp |
| Annual return | 19.27% | 17.81%+1.5pp | 590.58%-571.3pp | 26.06%-6.8pp |
| Employer contribution / active EE | $225 | $1,988-88.7% | $2,678-91.6% | $2,596-91.3% |
| Participant deferral / active EE | $1,372 | $2,961-53.7% | $3,976-65.5% | $4,274-67.9% |
| Admin fee / account holder | $11,756 | $4,132+184.5% | $6,100+92.7% | $7,775+51.2% |