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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 | $76,063 | $118,488-35.8% | $98,462-22.7% | $139,487-45.5% |
| Participation rate | 27.3% | 77.5%-50.2pp | 75.2%-47.9pp | 80.3%-53.1pp |
| Annual return | 9.54% | 18.96%-9.4pp | 21.17%-11.6pp | 373.84%-364.3pp |
| Employer contribution / active EE | $279 | $3,611-92.3% | $3,049-90.9% | $4,755-94.1% |
| Participant deferral / active EE | $1,891 | $5,393-64.9% | $4,738-60.1% | $6,713-71.8% |
| Admin fee / account holder | $7,927 | $13,868-42.8% | $8,875-10.7% | $11,407-30.5% |