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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 | $72,294 | $72,2720% | $101,264-28.6% | $79,858-9.5% |
| Participation rate | 63.3% | 68.5%-5.1pp | 75.8%-12.5pp | 69.6%-6.3pp |
| Annual return | 14.34% | 22.30%-8.0pp | 46.48%-32.1pp | 31.72%-17.4pp |
| Employer contribution / active EE | $356 | $2,692-86.8% | $3,660-90.3% | $2,471-85.6% |
| Participant deferral / active EE | $2,701 | $3,282-17.7% | $4,370-38.2% | $3,740-27.8% |
| Admin fee / account holder | $5,796 | $4,401+31.7% | $5,947-2.5% | $5,306+9.2% |