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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 | $77,535 | $117,895-34.2% | $102,460-24.3% | $145,897-46.9% |
| Participation rate | 63.6% | 78.6%-15.0pp | 76.5%-12.9pp | 80.3%-16.7pp |
| Annual return | 19.68% | 31.92%-12.2pp | 29.47%-9.8pp | 552.29%-532.6pp |
| Employer contribution / active EE | $509 | $3,619-85.9% | $3,025-83.2% | $4,663-89.1% |
| Participant deferral / active EE | $4,171 | $5,736-27.3% | $5,056-17.5% | $6,689-37.6% |
| Admin fee / account holder | $18,641 | $13,353+39.6% | $9,460+97.1% | $13,390+39.2% |