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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 | $83,716 | $156,616-46.5% | $133,346-37.2% | $198,609-57.8% |
| Participation rate | 61.9% | 77.7%-15.8pp | 72.8%-10.9pp | 82.4%-20.5pp |
| Annual return | 13.86% | 44.25%-30.4pp | 36.85%-23.0pp | 202.70%-188.8pp |
| Employer contribution / active EE | $770 | $3,368-77.1% | $2,853-73.0% | $5,055-84.8% |
| Participant deferral / active EE | $1,781 | $4,920-63.8% | $4,332-58.9% | $6,977-74.5% |
| Admin fee / account holder | $1,065 | $17,468-93.9% | $14,264-92.5% | $19,030-94.4% |