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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 | $65,134 | $85,169-23.5% | $172,755-62.3% | $72,983-10.8% |
| Participation rate | 42.9% | 70.1%-27.2pp | 82.6%-39.8pp | 69.5%-26.6pp |
| Annual return | 18.20% | 27.32%-9.1pp | 802.94%-784.7pp | 81.01%-62.8pp |
| Employer contribution / active EE | $177 | $3,324-94.7% | $5,144-96.6% | $2,440-92.7% |
| Participant deferral / active EE | $1,849 | $3,260-43.3% | $5,198-64.4% | $3,608-48.8% |
| Admin fee / account holder | $1,037 | $5,880-82.4% | $13,955-92.6% | $5,124-79.8% |