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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 | $74,491 | $97,125-23.3% | $86,233-13.6% | $137,256-45.7% |
| Participation rate | 21.4% | 74.2%-52.8pp | 69.0%-47.6pp | 80.0%-58.5pp |
| Annual return | 14.09% | 74.19%-60.1pp | 61.39%-47.3pp | 220.34%-206.2pp |
| Employer contribution / active EE | $169 | $2,841-94.1% | $2,504-93.3% | $4,156-95.9% |
| Participant deferral / active EE | $2,496 | $5,180-51.8% | $4,559-45.2% | $6,407-61.0% |
| Admin fee / account holder | $2,504 | $9,725-74.2% | $8,342-70.0% | $12,270-79.6% |