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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 | $62,413 | $58,828+6.1% | $78,002-20.0% | $62,881-0.7% |
| Participation rate | 64.3% | 71.1%-6.8pp | 75.5%-11.2pp | 69.3%-5.0pp |
| Annual return | 7.44% | 17.16%-9.7pp | 425.99%-418.5pp | 20.14%-12.7pp |
| Employer contribution / active EE | $44 | $1,672-97.4% | $2,470-98.2% | $2,281-98.1% |
| Participant deferral / active EE | $3,419 | $2,686+27.3% | $3,497-2.2% | $3,203+6.7% |
| Admin fee / account holder | $454 | $4,393-89.7% | $5,481-91.7% | $4,296-89.4% |