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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 | $79,017 | $81,276-2.8% | $155,574-49.2% | $80,925-2.4% |
| Participation rate | 59.3% | 66.2%-6.9pp | 78.2%-18.9pp | 67.7%-8.3pp |
| Annual return | 21.41% | 33.36%-12.0pp | 64.87%-43.5pp | 35.65%-14.2pp |
| Employer contribution / active EE | $372 | $3,103-88.0% | $4,676-92.1% | $2,756-86.5% |
| Participant deferral / active EE | $1,710 | $3,453-50.5% | $5,629-69.6% | $4,299-60.2% |
| Admin fee / account holder | $2,268 | $7,993-71.6% | $15,914-85.7% | $6,940-67.3% |