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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 | $44,669 | $85,766-47.9% | $136,298-67.2% | $70,126-36.3% |
| Participation rate | 69.2% | 74.2%-4.9pp | 81.9%-12.7pp | 69.5%-0.3pp |
| Annual return | 15.23% | 31.46%-16.2pp | 5156.27%-5141.0pp | 73.15%-57.9pp |
| Employer contribution / active EE | $386 | $2,966-87.0% | $4,696-91.8% | $2,343-83.5% |
| Participant deferral / active EE | $3,471 | $5,051-31.3% | $6,247-44.4% | $3,332+4.2% |
| Admin fee / account holder | $1,547 | $5,421-71.5% | $9,244-83.3% | $4,645-66.7% |