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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 | $78,453 | $67,411+16.4% | $91,004-13.8% | $70,126+11.9% |
| Participation rate | 59.6% | 71.4%-11.8pp | 75.6%-16.0pp | 69.5%-10.0pp |
| Annual return | 16.09% | -40.16%+56.3pp | 4.60%+11.5pp | 73.15%-57.1pp |
| Employer contribution / active EE | $44 | $1,786-97.6% | $2,456-98.2% | $2,343-98.1% |
| Participant deferral / active EE | $3,550 | $2,823+25.8% | $3,548+0.1% | $3,332+6.5% |
| Admin fee / account holder | $3,333 | $4,236-21.3% | $5,417-38.5% | $4,645-28.3% |