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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 | $96,136-6.5% | $135,987-33.9% | $80,925+11.1% |
| Participation rate | 68.9% | 71.2%-2.3pp | 76.4%-7.5pp | 67.7%+1.2pp |
| Annual return | 15.40% | 28.70%-13.3pp | 580.01%-564.6pp | 35.65%-20.2pp |
| Employer contribution / active EE | $626 | $3,350-81.3% | $4,214-85.1% | $2,756-77.3% |
| Participant deferral / active EE | $2,380 | $5,706-58.3% | $7,027-66.1% | $4,299-44.6% |
| Admin fee / account holder | $6,902 | $8,236-16.2% | $6,716+2.8% | $6,940-0.5% |