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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 | $81,521 | $116,203-29.8% | $93,621-12.9% | $152,909-46.7% |
| Participation rate | 37.5% | 78.1%-40.6pp | 75.8%-38.3pp | 82.5%-45.0pp |
| Annual return | 19.68% | 35.96%-16.3pp | 32.76%-13.1pp | 345.46%-325.8pp |
| Employer contribution / active EE | $414 | $3,219-87.1% | $2,719-84.8% | $4,764-91.3% |
| Participant deferral / active EE | $1,850 | $4,605-59.8% | $4,070-54.5% | $5,851-68.4% |
| Admin fee / account holder | $10,948 | $10,751+1.8% | $7,890+38.8% | $11,601-5.6% |