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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 | $89,789 | $78,423+14.5% | $95,964-6.4% | $79,856+12.4% |
| Participation rate | 66.7% | 73.5%-6.8pp | 77.1%-10.4pp | 69.6%-3.0pp |
| Annual return | 31.77% | 19.37%+12.4pp | 91.64%-59.9pp | 31.71%+0.1pp |
| Employer contribution / active EE | $454 | $1,945-76.7% | $2,541-82.2% | $2,471-81.6% |
| Participant deferral / active EE | $2,715 | $3,440-21.1% | $4,167-34.9% | $3,741-27.4% |
| Admin fee / account holder | $17,616 | $5,622+213.4% | $6,797+159.2% | $5,306+232.0% |