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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 | $68,473 | $154,209-55.6% | $130,062-47.4% | $139,487-50.9% |
| Participation rate | 68.4% | 82.0%-13.5pp | 78.5%-10.1pp | 80.3%-11.9pp |
| Annual return | 13.79% | 32.52%-18.7pp | -137.37%+151.2pp | 373.84%-360.0pp |
| Employer contribution / active EE | $841 | $5,292-84.1% | $4,322-80.5% | $4,755-82.3% |
| Participant deferral / active EE | $5,195 | $6,709-22.6% | $5,821-10.7% | $6,713-22.6% |
| Admin fee / account holder | $5,016 | $13,988-64.1% | $10,601-52.7% | $11,407-56.0% |