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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 | $72,999 | $91,559-20.3% | $133,959-45.5% | $79,858-8.6% |
| Participation rate | 63.5% | 73.3%-9.8pp | 79.8%-16.3pp | 69.6%-6.1pp |
| Annual return | 18.46% | 61.85%-43.4pp | 45.09%-26.6pp | 31.72%-13.3pp |
| Employer contribution / active EE | $438 | $2,384-81.6% | $3,919-88.8% | $2,471-82.3% |
| Participant deferral / active EE | $5,113 | $3,734+36.9% | $5,047+1.3% | $3,740+36.7% |
| Admin fee / account holder | $2,169 | $6,321-65.7% | $8,928-75.7% | $5,306-59.1% |