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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 | $88,440 | $117,829-24.9% | $102,423-13.7% | $145,877-39.4% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 10.41% | 31.83%-21.4pp | 29.42%-19.0pp | 551.28%-540.9pp |
| Employer contribution / active EE | $505 | $3,615-86.0% | $3,023-83.3% | $4,663-89.2% |
| Participant deferral / active EE | $2,396 | $5,732-58.2% | $5,054-52.6% | $6,691-64.2% |
| Admin fee / account holder | $387 | $13,335-97.1% | $9,455-95.9% | $13,402-97.1% |