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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 | $63,110 | $58,828+7.3% | $78,002-19.1% | $62,881+0.4% |
| Participation rate | 42.5% | 71.1%-28.6pp | 75.5%-33.0pp | 69.3%-26.8pp |
| Annual return | 6.83% | 17.16%-10.3pp | 425.99%-419.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $174 | $1,672-89.6% | $2,470-92.9% | $2,281-92.4% |
| Participant deferral / active EE | $1,718 | $2,686-36.0% | $3,497-50.9% | $3,203-46.4% |
| Admin fee / account holder | $601 | $4,393-86.3% | $5,481-89.0% | $4,296-86.0% |