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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 | $67,723 | $69,977-3.2% | $108,582-37.6% | $62,881+7.7% |
| Participation rate | 68.3% | 72.9%-4.6pp | 79.6%-11.2pp | 69.3%-1.0pp |
| Annual return | 5.16% | 10.73%-5.6pp | -51.70%+56.9pp | 20.14%-15.0pp |
| Employer contribution / active EE | $297 | $2,135-86.1% | $3,758-92.1% | $2,281-87.0% |
| Participant deferral / active EE | $1,498 | $3,165-52.7% | $4,311-65.3% | $3,203-53.2% |
| Admin fee / account holder | $5,522 | $5,076+8.8% | $7,645-27.8% | $4,296+28.6% |