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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 | $74,766 | $91,037-17.9% | $71,671+4.3% | $147,586-49.3% |
| Participation rate | 68.2% | 76.1%-7.9pp | 68.7%-0.6pp | 82.8%-14.6pp |
| Annual return | 9.87% | 20.48%-10.6pp | 20.65%-10.8pp | 578.59%-568.7pp |
| Employer contribution / active EE | $335 | $3,327-89.9% | $2,460-86.4% | $4,876-93.1% |
| Participant deferral / active EE | $1,589 | $4,498-64.7% | $3,438-53.8% | $5,439-70.8% |
| Admin fee / account holder | $15,545 | $8,613+80.5% | $5,558+179.7% | $10,886+42.8% |