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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 | $64,179 | $51,638+24.3% | $68,368-6.1% | $82,448-22.2% |
| Participation rate | 34.3% | 63.6%-29.3pp | 73.8%-39.5pp | 68.1%-33.8pp |
| Annual return | 16.00% | 37.53%-21.5pp | 292.57%-276.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $135 | $2,047-93.4% | $2,649-94.9% | $2,551-94.7% |
| Participant deferral / active EE | $1,302 | $2,914-55.3% | $4,123-68.4% | $4,139-68.6% |
| Admin fee / account holder | $2,192 | $4,643-52.8% | $5,150-57.4% | $7,234-69.7% |