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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 | $96,930 | $99,652-2.7% | $78,778+23.0% | $147,586-34.3% |
| Participation rate | 68.8% | 76.2%-7.5pp | 69.2%-0.4pp | 82.8%-14.1pp |
| Annual return | 12.64% | 47.28%-34.6pp | 35.62%-23.0pp | 578.59%-566.0pp |
| Employer contribution / active EE | $236 | $2,796-91.6% | $1,986-88.1% | $4,876-95.2% |
| Participant deferral / active EE | $2,644 | $3,664-27.8% | $2,958-10.6% | $5,439-51.4% |
| Admin fee / account holder | $7,055 | $7,155-1.4% | $5,134+37.4% | $10,886-35.2% |