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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 | $75,828 | $58,258+30.2% | $81,820-7.3% | $80,925-6.3% |
| Participation rate | 37.5% | 63.5%-26.0pp | 72.4%-34.9pp | 67.7%-30.2pp |
| Annual return | 17.42% | 41.76%-24.3pp | 777.93%-760.5pp | 35.65%-18.2pp |
| Employer contribution / active EE | $161 | $2,345-93.1% | $2,915-94.5% | $2,756-94.2% |
| Participant deferral / active EE | $753 | $3,284-77.1% | $4,323-82.6% | $4,299-82.5% |
| Admin fee / account holder | $6,778 | $4,976+36.2% | $7,391-8.3% | $6,940-2.3% |