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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 | $71,939 | $70,666+1.8% | $169,385-57.5% | $75,181-4.3% |
| Participation rate | 64.8% | 64.8%0pp | 77.2%-12.3pp | 67.2%-2.4pp |
| Annual return | 16.09% | 36.37%-20.3pp | 405.82%-389.7pp | 160.69%-144.6pp |
| Employer contribution / active EE | $360 | $2,210-83.7% | $4,012-91.0% | $2,671-86.5% |
| Participant deferral / active EE | $5,297 | $4,308+22.9% | $6,221-14.9% | $4,126+28.4% |
| Admin fee / account holder | $6,679 | $5,402+23.6% | $9,011-25.9% | $5,650+18.2% |