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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 | $99,485 | $117,846-15.6% | $102,434-2.9% | $145,884-31.8% |
| Participation rate | 68.8% | 78.6%-9.9pp | 76.5%-7.8pp | 80.3%-11.6pp |
| Annual return | 8.90% | 31.90%-23.0pp | 29.46%-20.6pp | 551.85%-542.9pp |
| Employer contribution / active EE | $558 | $3,615-84.6% | $3,023-81.6% | $4,662-88.0% |
| Participant deferral / active EE | $4,034 | $5,733-29.6% | $5,055-20.2% | $6,690-39.7% |
| Admin fee / account holder | $3,520 | $13,356-73.6% | $9,462-62.8% | $13,392-73.7% |