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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 | $69,642 | $41,981+65.9% | $63,412+9.8% | $59,633+16.8% |
| Participation rate | 66.7% | 60.3%+6.4pp | 67.1%-0.4pp | 68.7%-2.0pp |
| Annual return | -0.20% | 13.04%-13.2pp | 4.04%-4.2pp | 2041.40%-2041.6pp |
| Employer contribution / active EE | $122 | $1,287-90.6% | $1,814-93.3% | $2,203-94.5% |
| Participant deferral / active EE | $1,573 | $2,002-21.4% | $2,496-37.0% | $3,192-50.7% |
| Admin fee / account holder | $2,641 | $3,509-24.7% | $3,753-29.6% | $4,297-38.5% |