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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 | $34,267 | $65,566-47.7% | $86,235-60.3% | $75,177-54.4% |
| Participation rate | 64.5% | 60.5%+4.0pp | 69.0%-4.4pp | 67.2%-2.7pp |
| Annual return | 18.15% | 46.07%-27.9pp | 1170.03%-1151.9pp | 160.75%-142.6pp |
| Employer contribution / active EE | $11 | $1,553-99.3% | $2,381-99.5% | $2,671-99.6% |
| Participant deferral / active EE | $3,258 | $3,023+7.7% | $3,987-18.3% | $4,126-21.1% |
| Admin fee / account holder | $307 | $5,470-94.4% | $6,856-95.5% | $5,651-94.6% |