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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 | $3,982 | $25,014-84.1% | $69,632-94.3% | $80,959-95.1% |
| Participation rate | 67.7% | 64.2%+3.5pp | 66.4%+1.3pp | 67.7%+0.1pp |
| Annual return | 12.46% | 19.08%-6.6pp | 101.32%-88.9pp | 35.67%-23.2pp |
| Employer contribution / active EE | $184 | $991-81.4% | $1,708-89.2% | $2,757-93.3% |
| Participant deferral / active EE | $1,668 | $1,840-9.3% | $2,889-42.3% | $4,300-61.2% |
| Admin fee / account holder | $1,559 | $2,491-37.4% | $4,695-66.8% | $6,925-77.5% |