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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 | $91,120-27.0% | $161,149-58.7% | $64,097+3.8% |
| Participation rate | 35.6% | 62.2%-26.6pp | 78.8%-43.3pp | 55.2%-19.6pp |
| Annual return | 18.32% | 17.95%+0.4pp | 21.16%-2.8pp | 34.64%-16.3pp |
| Employer contribution / active EE | $13 | $2,284-99.4% | $4,360-99.7% | $1,891-99.3% |
| Participant deferral / active EE | $3,083 | $3,708-16.9% | $6,153-49.9% | $3,080+0.1% |
| Admin fee / account holder | $8,811 | $4,535+94.3% | $15,194-42.0% | $3,454+155.1% |