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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 | $80,765 | $80,992-0.3% | $96,534-16.3% | $75,173+7.4% |
| Participation rate | 67.6% | 71.8%-4.2pp | 76.0%-8.4pp | 67.2%+0.4pp |
| Annual return | 15.46% | 27.05%-11.6pp | 25.88%-10.4pp | 160.72%-145.3pp |
| Employer contribution / active EE | $336 | $2,283-85.3% | $2,965-88.7% | $2,671-87.4% |
| Participant deferral / active EE | $3,108 | $3,929-20.9% | $4,851-35.9% | $4,126-24.7% |
| Admin fee / account holder | $6,618 | $6,717-1.5% | $8,253-19.8% | $5,651+17.1% |