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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 | $53,686 | $215,361-75.1% | $171,082-68.6% | $273,972-80.4% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | 8.29% | 25.14%-16.8pp | 32.56%-24.3pp | 41.46%-33.2pp |
| Employer contribution / active EE | $12 | $4,967-99.8% | $4,002-99.7% | $4,869-99.7% |
| Participant deferral / active EE | $4,370 | $5,543-21.2% | $4,797-8.9% | $5,287-17.3% |
| Admin fee / account holder | $8,715 | $10,846-19.7% | $8,520+2.3% | $10,133-14.0% |