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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 | $75,949 | $91,198-16.7% | $178,503-57.5% | $79,856-4.9% |
| Participation rate | 63.6% | 69.2%-5.6pp | 81.9%-18.3pp | 69.6%-6.0pp |
| Annual return | 16.99% | 24.20%-7.2pp | 151.12%-134.1pp | 31.71%-14.7pp |
| Employer contribution / active EE | $345 | $3,257-89.4% | $5,011-93.1% | $2,471-86.1% |
| Participant deferral / active EE | $6,891 | $3,237+112.9% | $5,202+32.5% | $3,741+84.2% |
| Admin fee / account holder | $2,367 | $6,748-64.9% | $13,987-83.1% | $5,306-55.4% |