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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 | $66,890 | $70,418-5.0% | $96,570-30.7% | $85,847-22.1% |
| Participation rate | 48.6% | 61.8%-13.2pp | 69.8%-21.3pp | 69.3%-20.7pp |
| Annual return | 11.38% | 18.59%-7.2pp | 37.79%-26.4pp | 318.61%-307.2pp |
| Employer contribution / active EE | $249 | $1,413-82.4% | $2,357-89.5% | $2,565-90.3% |
| Participant deferral / active EE | $4,564 | $2,894+57.7% | $3,849+18.6% | $3,952+15.5% |
| Admin fee / account holder | $322 | $4,995-93.5% | $6,182-94.8% | $6,261-94.9% |