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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 | $53,019 | $46,599+13.8% | $64,101-17.3% | $75,173-29.5% |
| Participation rate | 34.0% | 65.9%-32.0pp | 72.3%-38.3pp | 67.2%-33.2pp |
| Annual return | 18.85% | 26.06%-7.2pp | 33.72%-14.9pp | 160.72%-141.9pp |
| Employer contribution / active EE | $120 | $1,975-93.9% | $2,749-95.6% | $2,671-95.5% |
| Participant deferral / active EE | $953 | $2,837-66.4% | $3,881-75.4% | $4,126-76.9% |
| Admin fee / account holder | $5,529 | $2,956+87.0% | $3,070+80.1% | $5,651-2.2% |