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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 | $76,892 | $87,106-11.7% | $105,607-27.2% | $80,935-5.0% |
| Participation rate | 67.2% | 70.4%-3.2pp | 75.3%-8.1pp | 67.7%-0.4pp |
| Annual return | 12.74% | 17.01%-4.3pp | 116.11%-103.4pp | 35.66%-22.9pp |
| Employer contribution / active EE | $355 | $2,396-85.2% | $3,167-88.8% | $2,757-87.1% |
| Participant deferral / active EE | $2,103 | $3,986-47.2% | $5,011-58.0% | $4,299-51.1% |
| Admin fee / account holder | $497 | $8,447-94.1% | $10,958-95.5% | $6,924-92.8% |