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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 | $67,218 | $85,766-21.6% | $136,298-50.7% | $70,126-4.1% |
| Participation rate | 56.9% | 74.2%-17.3pp | 81.9%-25.1pp | 69.5%-12.7pp |
| Annual return | 17.84% | 31.46%-13.6pp | 5156.27%-5138.4pp | 73.15%-55.3pp |
| Employer contribution / active EE | $125 | $2,966-95.8% | $4,696-97.3% | $2,343-94.7% |
| Participant deferral / active EE | $3,514 | $5,051-30.4% | $6,247-43.8% | $3,332+5.5% |
| Admin fee / account holder | $1,127 | $5,421-79.2% | $9,244-87.8% | $4,645-75.7% |