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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 | $68,627 | $97,751-29.8% | $103,447-33.7% | $145,877-53.0% |
| Participation rate | 35.3% | 81.1%-45.8pp | 80.5%-45.2pp | 80.3%-45.0pp |
| Annual return | 12.17% | 25.43%-13.3pp | 23.92%-11.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $705 | $4,684-85.0% | $4,678-84.9% | $4,663-84.9% |
| Participant deferral / active EE | $3,914 | $6,603-40.7% | $6,624-40.9% | $6,691-41.5% |
| Admin fee / account holder | $7,728 | $12,515-38.2% | $9,415-17.9% | $13,402-42.3% |