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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 | $72,440 | $157,276-53.9% | $141,177-48.7% | $152,885-52.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 20.18% | 64.33%-44.2pp | 71.40%-51.2pp | 345.39%-325.2pp |
| Employer contribution / active EE | $380 | $5,262-92.8% | $4,736-92.0% | $4,763-92.0% |
| Participant deferral / active EE | $3,556 | $7,110-50.0% | $6,710-47.0% | $5,851-39.2% |
| Admin fee / account holder | $6,746 | $12,123-44.3% | $10,263-34.3% | $11,598-41.8% |