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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 | $67,764 | $79,209-14.4% | $102,434-33.8% | $74,459-9.0% |
| Participation rate | 42.3% | 74.8%-32.5pp | 76.5%-34.2pp | 67.2%-24.9pp |
| Annual return | 20.53% | 54.98%-34.5pp | 29.46%-8.9pp | 1369.70%-1349.2pp |
| Employer contribution / active EE | $578 | $2,362-75.5% | $3,023-80.9% | $2,626-78.0% |
| Participant deferral / active EE | $2,768 | $4,417-37.3% | $5,055-45.2% | $4,350-36.4% |
| Admin fee / account holder | $5,482 | $2,002+173.9% | $9,462-42.1% | $1,945+181.9% |