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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 | $78,480 | $156,616-49.9% | $133,346-41.1% | $198,609-60.5% |
| Participation rate | 54.5% | 77.7%-23.2pp | 72.8%-18.3pp | 82.4%-27.8pp |
| Annual return | 13.07% | 44.25%-31.2pp | 36.85%-23.8pp | 202.70%-189.6pp |
| Employer contribution / active EE | $723 | $3,368-78.5% | $2,853-74.7% | $5,055-85.7% |
| Participant deferral / active EE | $4,355 | $4,920-11.5% | $4,332+0.5% | $6,977-37.6% |
| Admin fee / account holder | $3,001 | $17,468-82.8% | $14,264-79.0% | $19,030-84.2% |