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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 | $68,778 | $162,821-57.8% | $133,978-48.7% | $158,982-56.7% |
| Participation rate | 44.4% | 83.2%-38.8pp | 79.8%-35.4pp | 82.0%-37.5pp |
| Annual return | 17.21% | 41.95%-24.7pp | 45.10%-27.9pp | 302.99%-285.8pp |
| Employer contribution / active EE | $887 | $4,976-82.2% | $3,919-77.4% | $4,763-81.4% |
| Participant deferral / active EE | $1,979 | $5,910-66.5% | $5,047-60.8% | $5,983-66.9% |
| Admin fee / account holder | $2,405 | $11,742-79.5% | $8,930-73.1% | $11,252-78.6% |