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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 | $65,924 | $98,240-32.9% | $82,312-19.9% | $147,586-55.3% |
| Participation rate | 68.8% | 79.7%-11.0pp | 76.9%-8.1pp | 82.8%-14.1pp |
| Annual return | 16.78% | 30.85%-14.1pp | 25.88%-9.1pp | 578.59%-561.8pp |
| Employer contribution / active EE | $266 | $3,192-91.7% | $2,428-89.1% | $4,876-94.5% |
| Participant deferral / active EE | $1,852 | $4,383-57.7% | $3,706-50.0% | $5,439-65.9% |
| Admin fee / account holder | $556 | $8,563-93.5% | $5,608-90.1% | $10,886-94.9% |