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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 | $82,976 | $57,350+44.7% | $83,850-1.0% | $64,181+29.3% |
| Participation rate | 67.2% | 68.6%-1.4pp | 76.1%-8.9pp | 69.6%-2.3pp |
| Annual return | -4.06% | 11.38%-15.4pp | 850.92%-855.0pp | 7.63%-11.7pp |
| Employer contribution / active EE | $332 | $2,545-86.9% | $3,631-90.9% | $2,381-86.0% |
| Participant deferral / active EE | $2,383 | $2,993-20.4% | $4,082-41.6% | $3,470-31.3% |
| Admin fee / account holder | $4,866 | $4,046+20.3% | $5,478-11.2% | $4,887-0.4% |