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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 | $102,670 | $149,679-31.4% | $117,039-12.3% | $147,586-30.4% |
| Participation rate | 38.9% | 83.5%-44.6pp | 77.2%-38.3pp | 82.8%-43.9pp |
| Annual return | 14.12% | 19.31%-5.2pp | 18.95%-4.8pp | 578.59%-564.5pp |
| Employer contribution / active EE | $706 | $4,937-85.7% | $3,785-81.4% | $4,876-85.5% |
| Participant deferral / active EE | $1,553 | $4,912-68.4% | $3,929-60.5% | $5,439-71.4% |
| Admin fee / account holder | $8,773 | $7,856+11.7% | $5,974+46.9% | $10,886-19.4% |