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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 | $65,859 | $103,387-36.3% | $87,102-24.4% | $152,885-56.9% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 21.93% | 28.10%-6.2pp | 28.19%-6.3pp | 345.39%-323.5pp |
| Employer contribution / active EE | $96 | $3,221-97.0% | $2,521-96.2% | $4,763-98.0% |
| Participant deferral / active EE | $4,024 | $4,778-15.8% | $4,048-0.6% | $5,851-31.2% |
| Admin fee / account holder | $564 | $12,193-95.4% | $7,491-92.5% | $11,598-95.1% |