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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 | $76,873 | $65,961+16.5% | $180,320-57.4% | $94,015-18.2% |
| Participation rate | 56.8% | 61.3%-4.5pp | 71.5%-14.8pp | 70.8%-14.1pp |
| Annual return | 12.67% | 14.27%-1.6pp | 778.54%-765.9pp | 17.84%-5.2pp |
| Employer contribution / active EE | $229 | $1,737-86.8% | $4,108-94.4% | $2,790-91.8% |
| Participant deferral / active EE | $2,661 | $3,003-11.4% | $4,304-38.2% | $4,249-37.4% |
| Admin fee / account holder | $3,277 | $4,901-33.1% | $10,000-67.2% | $8,951-63.4% |