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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 | $100,986 | $69,977+44.3% | $108,582-7.0% | $62,881+60.6% |
| Participation rate | 60.7% | 72.9%-12.2pp | 79.6%-18.9pp | 69.3%-8.6pp |
| Annual return | 5.20% | 10.73%-5.5pp | -51.70%+56.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $366 | $2,135-82.8% | $3,758-90.3% | $2,281-83.9% |
| Participant deferral / active EE | $3,169 | $3,165+0.1% | $4,311-26.5% | $3,203-1.1% |
| Admin fee / account holder | $755 | $5,076-85.1% | $7,645-90.1% | $4,296-82.4% |