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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 | $84,767 | $112,131-24.4% | $95,964-11.7% | $158,982-46.7% |
| Participation rate | 63.6% | 79.0%-15.4pp | 77.1%-13.4pp | 82.0%-18.3pp |
| Annual return | 13.51% | 171.19%-157.7pp | 91.64%-78.1pp | 302.99%-289.5pp |
| Employer contribution / active EE | $170 | $3,199-94.7% | $2,541-93.3% | $4,763-96.4% |
| Participant deferral / active EE | $2,839 | $4,784-40.7% | $4,167-31.9% | $5,983-52.6% |
| Admin fee / account holder | $5,328 | $10,136-47.4% | $6,797-21.6% | $11,252-52.6% |