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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 | $89,118 | $124,425-28.4% | $112,040-20.5% | $137,256-35.1% |
| Participation rate | 58.8% | 79.3%-20.5pp | 76.5%-17.7pp | 80.0%-21.1pp |
| Annual return | 19.83% | 24.72%-4.9pp | 24.52%-4.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $469 | $3,411-86.3% | $2,954-84.1% | $4,156-88.7% |
| Participant deferral / active EE | $3,490 | $5,718-39.0% | $5,098-31.5% | $6,407-45.5% |
| Admin fee / account holder | $46,321 | $15,207+204.6% | $12,098+282.9% | $12,270+277.5% |