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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 | $73,361 | $77,908-5.8% | $149,696-51.0% | $75,173-2.4% |
| Participation rate | 48.9% | 65.6%-16.6pp | 78.8%-29.8pp | 67.2%-18.3pp |
| Annual return | 17.95% | 31.73%-13.8pp | 134.46%-116.5pp | 160.72%-142.8pp |
| Employer contribution / active EE | $356 | $3,138-88.6% | $4,821-92.6% | $2,671-86.7% |
| Participant deferral / active EE | $3,110 | $3,411-8.8% | $5,682-45.3% | $4,126-24.6% |
| Admin fee / account holder | $832 | $5,950-86.0% | $13,212-93.7% | $5,651-85.3% |