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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 | $87,940 | $58,828+49.5% | $78,002+12.7% | $62,881+39.9% |
| Participation rate | 67.6% | 71.1%-3.5pp | 75.5%-7.9pp | 69.3%-1.7pp |
| Annual return | 7.78% | 17.16%-9.4pp | 425.99%-418.2pp | 20.14%-12.4pp |
| Employer contribution / active EE | $149 | $1,672-91.1% | $2,470-94.0% | $2,281-93.5% |
| Participant deferral / active EE | $1,700 | $2,686-36.7% | $3,497-51.4% | $3,203-46.9% |
| Admin fee / account holder | $857 | $4,393-80.5% | $5,481-84.4% | $4,296-80.1% |