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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 | $147,556-49.5% | $129,031-42.3% | $198,609-62.5% |
| Participation rate | 21.4% | 77.2%-55.8pp | 73.4%-51.9pp | 82.4%-60.9pp |
| Annual return | 14.09% | 37.41%-23.3pp | 34.67%-20.6pp | 202.70%-188.6pp |
| Employer contribution / active EE | $169 | $3,645-95.4% | $3,226-94.8% | $5,055-96.7% |
| Participant deferral / active EE | $2,496 | $5,760-56.7% | $5,217-52.2% | $6,977-64.2% |
| Admin fee / account holder | $2,504 | $15,467-83.8% | $13,208-81.0% | $19,030-86.8% |