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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 | $62,654 | $100,262-37.5% | $81,370-23.0% | $145,897-57.1% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 14.91% | 34.52%-19.6pp | 24.85%-9.9pp | 552.29%-537.4pp |
| Employer contribution / active EE | $194 | $2,979-93.5% | $2,464-92.1% | $4,663-95.8% |
| Participant deferral / active EE | $1,068 | $4,612-76.9% | $3,885-72.5% | $6,689-84.0% |
| Admin fee / account holder | $3,547 | $8,163-56.6% | $5,749-38.3% | $13,390-73.5% |