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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 | $96,824 | $71,872+34.7% | $86,691+11.7% | $68,495+41.4% |
| Participation rate | 67.5% | 72.2%-4.7pp | 76.6%-9.1pp | 67.9%-0.4pp |
| Annual return | -12.30% | 3.53%-15.8pp | 35.94%-48.2pp | -7.84%-4.5pp |
| Employer contribution / active EE | $483 | $2,173-77.8% | $2,837-83.0% | $2,596-81.4% |
| Participant deferral / active EE | $4,831 | $3,779+27.8% | $4,656+3.8% | $4,028+19.9% |
| Admin fee / account holder | $2,340 | $6,112-61.7% | $7,492-68.8% | $5,403-56.7% |