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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 | $78,719 | $99,995-21.3% | $85,063-7.5% | $145,978-46.1% |
| Participation rate | 55.6% | 74.1%-18.5pp | 67.5%-11.9pp | 80.3%-24.7pp |
| Annual return | 15.19% | 83.99%-68.8pp | 66.54%-51.3pp | 550.52%-535.3pp |
| Employer contribution / active EE | $375 | $3,231-88.4% | $2,727-86.2% | $4,662-91.9% |
| Participant deferral / active EE | $2,973 | $5,295-43.8% | $4,523-34.3% | $6,690-55.6% |
| Admin fee / account holder | $613 | $7,255-91.6% | $6,155-90.0% | $13,400-95.4% |