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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 | $57,717 | $117,829-51.0% | $102,423-43.6% | $145,877-60.4% |
| Participation rate | 26.7% | 78.6%-51.9pp | 76.5%-49.8pp | 80.3%-53.6pp |
| Annual return | 13.89% | 31.83%-17.9pp | 29.42%-15.5pp | 551.28%-537.4pp |
| Employer contribution / active EE | $721 | $3,615-80.1% | $3,023-76.2% | $4,663-84.5% |
| Participant deferral / active EE | $2,973 | $5,732-48.1% | $5,054-41.2% | $6,691-55.6% |
| Admin fee / account holder | $898 | $13,335-93.3% | $9,455-90.5% | $13,402-93.3% |