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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 | $69,742 | $79,184-11.9% | $102,438-31.9% | $74,546-6.4% |
| Participation rate | 60.7% | 74.8%-14.0pp | 76.5%-15.7pp | 67.2%-6.5pp |
| Annual return | 11.71% | 54.95%-43.2pp | 29.37%-17.7pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $266 | $2,362-88.7% | $3,024-91.2% | $2,624-89.9% |
| Participant deferral / active EE | $2,871 | $4,414-35.0% | $5,054-43.2% | $4,347-34.0% |
| Admin fee / account holder | $9,897 | $2,001+394.5% | $9,448+4.8% | $1,944+409.2% |