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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 | $70,346 | $71,197-1.2% | $93,669-24.9% | $80,925-13.1% |
| Participation rate | 60.4% | 60.4%0pp | 68.7%-8.3pp | 67.7%-7.2pp |
| Annual return | 11.58% | 11.27%+0.3pp | 133.59%-122.0pp | 35.65%-24.1pp |
| Employer contribution / active EE | $102 | $1,565-93.5% | $2,424-95.8% | $2,756-96.3% |
| Participant deferral / active EE | $3,211 | $4,036-20.4% | $4,416-27.3% | $4,299-25.3% |
| Admin fee / account holder | $7,184 | $6,959+3.2% | $8,291-13.4% | $6,940+3.5% |