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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 | $74,747 | $78,425-4.7% | $95,956-22.1% | $79,858-6.4% |
| Participation rate | 68.8% | 73.5%-4.7pp | 77.1%-8.3pp | 69.6%-0.9pp |
| Annual return | 12.50% | 19.37%-6.9pp | 91.63%-79.1pp | 31.72%-19.2pp |
| Employer contribution / active EE | $349 | $1,945-82.0% | $2,541-86.3% | $2,471-85.9% |
| Participant deferral / active EE | $3,494 | $3,440+1.6% | $4,167-16.1% | $3,740-6.6% |
| Admin fee / account holder | $6,959 | $5,622+23.8% | $6,797+2.4% | $5,306+31.2% |