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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 | $75,530 | $102,382-26.2% | $147,005-48.6% | $80,874-6.6% |
| Participation rate | 58.6% | 75.8%-17.2pp | 82.2%-23.5pp | 67.6%-9.0pp |
| Annual return | 15.19% | 134.89%-119.7pp | 418.76%-403.6pp | 35.62%-20.4pp |
| Employer contribution / active EE | $665 | $3,715-82.1% | $4,934-86.5% | $2,756-75.9% |
| Participant deferral / active EE | $6,676 | $6,646+0.4% | $8,070-17.3% | $4,297+55.4% |
| Admin fee / account holder | $2,289 | $7,942-71.2% | $13,006-82.4% | $6,935-67.0% |