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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 | $77,930 | $77,164+1.0% | $178,014-56.2% | $80,874-3.6% |
| Participation rate | 61.6% | 65.7%-4.1pp | 77.1%-15.4pp | 67.6%-6.0pp |
| Annual return | 12.84% | 18.09%-5.3pp | 294.80%-282.0pp | 35.62%-22.8pp |
| Employer contribution / active EE | $394 | $2,288-82.8% | $3,950-90.0% | $2,756-85.7% |
| Participant deferral / active EE | $2,534 | $4,408-42.5% | $6,276-59.6% | $4,297-41.0% |
| Admin fee / account holder | $5,918 | $7,164-17.4% | $10,362-42.9% | $6,935-14.7% |