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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 | $76,967 | $69,977+10.0% | $108,582-29.1% | $62,881+22.4% |
| Participation rate | 59.5% | 72.9%-13.4pp | 79.6%-20.1pp | 69.3%-9.8pp |
| Annual return | 8.73% | 10.73%-2.0pp | -51.70%+60.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $281 | $2,135-86.8% | $3,758-92.5% | $2,281-87.7% |
| Participant deferral / active EE | $4,522 | $3,165+42.9% | $4,311+4.9% | $3,203+41.2% |
| Admin fee / account holder | $3,290 | $5,076-35.2% | $7,645-57.0% | $4,296-23.4% |