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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 | $97,776 | $117,859-17.0% | $102,438-4.6% | $145,959-33.0% |
| Participation rate | 63.2% | 78.6%-15.4pp | 76.5%-13.3pp | 80.3%-17.1pp |
| Annual return | 16.36% | 31.72%-15.4pp | 29.37%-13.0pp | 561.95%-545.6pp |
| Employer contribution / active EE | $514 | $3,615-85.8% | $3,024-83.0% | $4,661-89.0% |
| Participant deferral / active EE | $3,675 | $5,732-35.9% | $5,054-27.3% | $6,689-45.0% |
| Admin fee / account holder | $301 | $13,318-97.7% | $9,448-96.8% | $13,398-97.8% |