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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 | $76,906 | $99,994-23.1% | $146,647-47.6% | $85,851-10.4% |
| Participation rate | 63.3% | 73.1%-9.8pp | 80.1%-16.8pp | 69.3%-6.1pp |
| Annual return | 15.14% | 18.93%-3.8pp | 22.75%-7.6pp | 318.63%-303.5pp |
| Employer contribution / active EE | $424 | $2,559-83.4% | $4,137-89.7% | $2,565-83.5% |
| Participant deferral / active EE | $2,466 | $4,006-38.5% | $5,506-55.2% | $3,952-37.6% |
| Admin fee / account holder | $21,268 | $7,703+176.1% | $10,281+106.9% | $6,261+239.7% |