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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 | $80,754 | $228,395-64.6% | $185,861-56.6% | $158,982-49.2% |
| Participation rate | 68.4% | 82.3%-13.9pp | 78.0%-9.6pp | 82.0%-13.5pp |
| Annual return | 11.20% | 40.82%-29.6pp | 35.96%-24.8pp | 302.99%-291.8pp |
| Employer contribution / active EE | $33 | $4,968-99.3% | $4,088-99.2% | $4,763-99.3% |
| Participant deferral / active EE | $3,800 | $6,417-40.8% | $5,634-32.5% | $5,983-36.5% |
| Admin fee / account holder | $2,001 | $11,869-83.1% | $9,503-78.9% | $11,252-82.2% |