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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 | $65,942 | $110,379-40.3% | $102,412-35.6% | $145,884-54.8% |
| Participation rate | 47.4% | 77.9%-30.6pp | 74.5%-27.1pp | 80.3%-32.9pp |
| Annual return | 9.28% | 24.84%-15.6pp | 24.94%-15.7pp | 551.85%-542.6pp |
| Employer contribution / active EE | $314 | $4,216-92.6% | $3,870-91.9% | $4,662-93.3% |
| Participant deferral / active EE | $1,900 | $5,622-66.2% | $5,060-62.4% | $6,690-71.6% |
| Admin fee / account holder | $1,700 | $9,745-82.6% | $8,388-79.7% | $13,392-87.3% |