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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 | $30,247 | $63,433-52.3% | $63,803-52.6% | $64,097-52.8% |
| Participation rate | 61.1% | 65.0%-3.9pp | 72.7%-11.6pp | 55.2%+5.9pp |
| Annual return | 16.47% | 20.74%-4.3pp | 543.72%-527.3pp | 34.64%-18.2pp |
| Employer contribution / active EE | $345 | $2,332-85.2% | $2,532-86.4% | $1,891-81.8% |
| Participant deferral / active EE | $1,389 | $3,119-55.5% | $3,843-63.9% | $3,080-54.9% |
| Admin fee / account holder | $530 | $1,489-64.4% | $5,196-89.8% | $3,454-84.7% |