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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 | $69,990 | $53,837+30.0% | $75,717-7.6% | $85,856-18.5% |
| Participation rate | 45.0% | 69.1%-24.1pp | 74.8%-29.8pp | 69.3%-24.3pp |
| Annual return | 24.09% | 24.54%-0.4pp | 104.58%-80.5pp | 318.58%-294.5pp |
| Employer contribution / active EE | $227 | $2,017-88.8% | $2,743-91.7% | $2,565-91.2% |
| Participant deferral / active EE | $1,905 | $2,895-34.2% | $3,821-50.1% | $3,952-51.8% |
| Admin fee / account holder | $3,603 | $3,341+7.8% | $3,619-0.4% | $6,261-42.4% |