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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 | $64,540 | $63,703+1.3% | $93,063-30.6% | $82,448-21.7% |
| Participation rate | 27.6% | 63.8%-36.2pp | 72.1%-44.5pp | 68.1%-40.4pp |
| Annual return | 16.07% | -775.43%+791.5pp | 34.15%-18.1pp | 41.64%-25.6pp |
| Employer contribution / active EE | $205 | $1,729-88.1% | $2,476-91.7% | $2,551-92.0% |
| Participant deferral / active EE | $875 | $2,919-70.0% | $3,958-77.9% | $4,139-78.9% |
| Admin fee / account holder | $3,423 | $5,982-42.8% | $6,033-43.3% | $7,234-52.7% |