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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 | $88,999 | $78,423+13.5% | $95,964-7.3% | $79,856+11.4% |
| Participation rate | 68.6% | 73.5%-4.9pp | 77.1%-8.5pp | 69.6%-1.0pp |
| Annual return | 17.69% | 19.37%-1.7pp | 91.64%-74.0pp | 31.71%-14.0pp |
| Employer contribution / active EE | $192 | $1,945-90.1% | $2,541-92.5% | $2,471-92.2% |
| Participant deferral / active EE | $3,373 | $3,440-2.0% | $4,167-19.1% | $3,741-9.8% |
| Admin fee / account holder | $403 | $5,622-92.8% | $6,797-94.1% | $5,306-92.4% |