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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 | $88,143 | $93,346-5.6% | $71,796+22.8% | $273,972-67.8% |
| Participation rate | 66.7% | 76.5%-9.9pp | 69.1%-2.4pp | 83.0%-16.3pp |
| Annual return | 6.94% | 130.39%-123.4pp | 78.04%-71.1pp | 41.46%-34.5pp |
| Employer contribution / active EE | $234 | $2,733-91.4% | $1,924-87.8% | $4,869-95.2% |
| Participant deferral / active EE | $3,232 | $3,475-7.0% | $2,794+15.7% | $5,287-38.9% |
| Admin fee / account holder | $387 | $6,571-94.1% | $4,815-92.0% | $10,133-96.2% |