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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 | $60,073 | $58,888+2.0% | $178,499-66.3% | $73,493-18.3% |
| Participation rate | 28.7% | 66.2%-37.5pp | 81.9%-53.2pp | 70.7%-42.0pp |
| Annual return | 30.31% | 24.86%+5.4pp | 151.10%-120.8pp | 28.51%+1.8pp |
| Employer contribution / active EE | $187 | $2,236-91.6% | $5,011-96.3% | $2,270-91.8% |
| Participant deferral / active EE | $2,567 | $2,5680% | $5,202-50.6% | $3,740-31.4% |
| Admin fee / account holder | $1,200 | $400+199.6% | $13,986-91.4% | $513+133.8% |