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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 | $157,304-53.9% | $141,197-48.7% | $152,909-52.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 20.18% | 64.34%-44.2pp | 71.41%-51.2pp | 345.46%-325.3pp |
| Employer contribution / active EE | $380 | $5,263-92.8% | $4,736-92.0% | $4,764-92.0% |
| Participant deferral / active EE | $3,556 | $7,111-50.0% | $6,710-47.0% | $5,851-39.2% |
| Admin fee / account holder | $6,746 | $12,126-44.4% | $10,265-34.3% | $11,601-41.8% |