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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 | $76,589 | $50,082+52.9% | $93,419-18.0% | $79,852-4.1% |
| Participation rate | 51.6% | 60.9%-9.3pp | 66.8%-15.2pp | 69.6%-18.0pp |
| Annual return | 14.53% | 24.59%-10.1pp | 78.05%-63.5pp | 31.72%-17.2pp |
| Employer contribution / active EE | $192 | $1,303-85.3% | $2,075-90.7% | $2,471-92.2% |
| Participant deferral / active EE | $3,841 | $2,212+73.6% | $3,126+22.9% | $3,740+2.7% |
| Admin fee / account holder | $1,023 | $3,454-70.4% | $5,230-80.4% | $5,306-80.7% |