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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 | $74,030 | $80,748-8.3% | $102,383-27.7% | $74,429-0.5% |
| Participation rate | 47.4% | 65.7%-18.3pp | 74.5%-27.1pp | 67.2%-19.8pp |
| Annual return | 13.44% | 27.57%-14.1pp | 24.94%-11.5pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $702 | $3,159-77.8% | $3,870-81.9% | $2,625-73.3% |
| Participant deferral / active EE | $1,940 | $3,861-49.8% | $5,060-61.7% | $4,348-55.4% |
| Admin fee / account holder | $2,776 | $2,371+17.1% | $8,391-66.9% | $1,944+42.8% |