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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 | $84,073 | $96,731-13.1% | $123,973-32.2% | $86,983-3.3% |
| Participation rate | 42.3% | 70.0%-27.8pp | 76.7%-34.4pp | 69.5%-27.3pp |
| Annual return | 15.65% | 17.33%-1.7pp | 388.13%-372.5pp | 25.83%-10.2pp |
| Employer contribution / active EE | $392 | $3,297-88.1% | $4,126-90.5% | $2,584-84.8% |
| Participant deferral / active EE | $2,659 | $4,152-36.0% | $5,247-49.3% | $4,194-36.6% |
| Admin fee / account holder | $1,176 | $8,722-86.5% | $11,799-90.0% | $7,856-85.0% |