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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 | $69,134 | $98,240-29.6% | $82,312-16.0% | $147,586-53.2% |
| Participation rate | 28.6% | 79.7%-51.2pp | 76.9%-48.3pp | 82.8%-54.3pp |
| Annual return | 13.29% | 30.85%-17.6pp | 25.88%-12.6pp | 578.59%-565.3pp |
| Employer contribution / active EE | $377 | $3,192-88.2% | $2,428-84.5% | $4,876-92.3% |
| Participant deferral / active EE | $1,757 | $4,383-59.9% | $3,706-52.6% | $5,439-67.7% |
| Admin fee / account holder | $692 | $8,563-91.9% | $5,608-87.7% | $10,886-93.6% |