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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 | $69,664 | $54,541+27.7% | $78,778-11.6% | $70,124-0.7% |
| Participation rate | 59.6% | 60.8%-1.2pp | 69.2%-9.6pp | 69.5%-9.9pp |
| Annual return | 17.52% | 21.07%-3.5pp | 35.62%-18.1pp | 73.14%-55.6pp |
| Employer contribution / active EE | $38 | $1,089-96.5% | $1,986-98.1% | $2,342-98.4% |
| Participant deferral / active EE | $3,830 | $2,210+73.3% | $2,958+29.5% | $3,332+14.9% |
| Admin fee / account holder | $1,058 | $3,709-71.5% | $5,134-79.4% | $4,645-77.2% |