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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 | $82,406 | $98,766-16.6% | $149,730-45.0% | $79,852+3.2% |
| Participation rate | 69.6% | 75.8%-6.1pp | 82.5%-12.8pp | 69.6%0pp |
| Annual return | 15.93% | 27.43%-11.5pp | 276.70%-260.8pp | 31.72%-15.8pp |
| Employer contribution / active EE | $333 | $3,217-89.6% | $4,645-92.8% | $2,471-86.5% |
| Participant deferral / active EE | $6,445 | $5,681+13.4% | $6,843-5.8% | $3,740+72.3% |
| Admin fee / account holder | $5,220 | $6,052-13.7% | $9,310-43.9% | $5,306-1.6% |