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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 | $79,020 | $102,422-22.8% | $147,117-46.3% | $80,959-2.4% |
| Participation rate | 64.5% | 75.9%-11.4pp | 82.2%-17.7pp | 67.7%-3.2pp |
| Annual return | 12.94% | 135.16%-122.2pp | 420.54%-407.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $633 | $3,717-83.0% | $4,932-87.2% | $2,757-77.1% |
| Participant deferral / active EE | $3,947 | $6,652-40.7% | $8,065-51.1% | $4,300-8.2% |
| Admin fee / account holder | $3,598 | $7,953-54.8% | $12,993-72.3% | $6,925-48.0% |