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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 | $43,095 | $162,821-73.5% | $133,978-67.8% | $158,982-72.9% |
| Participation rate | 64.7% | 83.2%-18.5pp | 79.8%-15.1pp | 82.0%-17.3pp |
| Annual return | 16.05% | 41.95%-25.9pp | 45.10%-29.0pp | 302.99%-286.9pp |
| Employer contribution / active EE | $834 | $4,976-83.2% | $3,919-78.7% | $4,763-82.5% |
| Participant deferral / active EE | $2,876 | $5,910-51.3% | $5,047-43.0% | $5,983-51.9% |
| Admin fee / account holder | $28,265 | $11,742+140.7% | $8,930+216.5% | $11,252+151.2% |