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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 | $70,368 | $67,411+4.4% | $91,004-22.7% | $70,126+0.3% |
| Participation rate | 56.4% | 71.4%-15.0pp | 75.6%-19.2pp | 69.5%-13.1pp |
| Annual return | 15.10% | -40.16%+55.3pp | 4.60%+10.5pp | 73.15%-58.0pp |
| Employer contribution / active EE | $315 | $1,786-82.4% | $2,456-87.2% | $2,343-86.6% |
| Participant deferral / active EE | $1,990 | $2,823-29.5% | $3,548-43.9% | $3,332-40.3% |
| Admin fee / account holder | $979 | $4,236-76.9% | $5,417-81.9% | $4,645-78.9% |