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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 | $99,454 | $71,878+38.4% | $86,698+14.7% | $68,486+45.2% |
| Participation rate | 69.8% | 72.2%-2.4pp | 76.6%-6.8pp | 67.9%+1.9pp |
| Annual return | -16.82% | 3.53%-20.4pp | 35.95%-52.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $401 | $2,173-81.6% | $2,837-85.9% | $2,597-84.6% |
| Participant deferral / active EE | $5,333 | $3,779+41.1% | $4,656+14.5% | $4,028+32.4% |
| Admin fee / account holder | $969 | $6,113-84.1% | $7,493-87.1% | $5,404-82.1% |