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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 | $58,342 | $81,208-28.2% | $98,916-41.0% | $79,858-26.9% |
| Participation rate | 68.9% | 72.5%-3.6pp | 76.0%-7.1pp | 69.6%-0.7pp |
| Annual return | 15.66% | 60.99%-45.3pp | 196.45%-180.8pp | 31.72%-16.1pp |
| Employer contribution / active EE | $257 | $1,960-86.9% | $2,689-90.4% | $2,471-89.6% |
| Participant deferral / active EE | $1,855 | $3,265-43.2% | $4,245-56.3% | $3,740-50.4% |
| Admin fee / account holder | $951 | $6,013-84.2% | $6,642-85.7% | $5,306-82.1% |