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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 | $89,897 | $96,236-6.6% | $133,698-32.8% | $80,959+11.0% |
| Participation rate | 68.9% | 71.2%-2.3pp | 76.4%-7.5pp | 67.7%+1.2pp |
| Annual return | 15.40% | 28.74%-13.3pp | 580.90%-565.5pp | 35.67%-20.3pp |
| Employer contribution / active EE | $626 | $3,350-81.3% | $4,218-85.2% | $2,757-77.3% |
| Participant deferral / active EE | $2,380 | $5,709-58.3% | $7,016-66.1% | $4,300-44.7% |
| Admin fee / account holder | $6,902 | $8,250-16.3% | $6,703+3.0% | $6,925-0.3% |