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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 | $66,504 | $95,904-30.7% | $173,730-61.7% | $64,340+3.4% |
| Participation rate | 35.6% | 60.6%-25.0pp | 79.6%-44.0pp | 55.2%-19.7pp |
| Annual return | 18.32% | 17.47%+0.9pp | 19.96%-1.6pp | 24.14%-5.8pp |
| Employer contribution / active EE | $13 | $2,323-99.4% | $4,577-99.7% | $1,862-99.3% |
| Participant deferral / active EE | $3,083 | $3,488-11.6% | $6,326-51.3% | $2,980+3.4% |
| Admin fee / account holder | $8,811 | $5,089+73.1% | $17,523-49.7% | $3,703+138.0% |