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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 | $77,459 | $104,251-25.7% | $91,004-14.9% | $147,586-47.5% |
| Participation rate | 35.0% | 78.2%-43.2pp | 75.6%-40.6pp | 82.8%-47.8pp |
| Annual return | 19.08% | 27.06%-8.0pp | 4.60%+14.5pp | 578.59%-559.5pp |
| Employer contribution / active EE | $167 | $3,116-94.6% | $2,456-93.2% | $4,876-96.6% |
| Participant deferral / active EE | $1,246 | $4,195-70.3% | $3,548-64.9% | $5,439-77.1% |
| Admin fee / account holder | $2,594 | $8,948-71.0% | $5,417-52.1% | $10,886-76.2% |