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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 | $95,082 | $106,267-10.5% | $96,520-1.5% | $139,456-31.8% |
| Participation rate | 6.3% | 77.8%-71.6pp | 74.3%-68.1pp | 80.3%-74.1pp |
| Annual return | 20.31% | 38.45%-18.1pp | 35.72%-15.4pp | 373.45%-353.1pp |
| Employer contribution / active EE | $254 | $4,105-93.8% | $3,739-93.2% | $4,753-94.7% |
| Participant deferral / active EE | $1,875 | $5,454-65.6% | $4,879-61.6% | $6,711-72.1% |
| Admin fee / account holder | $669 | $7,882-91.5% | $6,733-90.1% | $11,407-94.1% |