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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 | $75,551 | $106,247-28.9% | $96,515-21.7% | $139,466-45.8% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 17.57% | 38.47%-20.9pp | 35.73%-18.2pp | 373.66%-356.1pp |
| Employer contribution / active EE | $555 | $4,106-86.5% | $3,740-85.2% | $4,754-88.3% |
| Participant deferral / active EE | $8,999 | $5,456+64.9% | $4,880+84.4% | $6,712+34.1% |
| Admin fee / account holder | $1,978 | $7,885-74.9% | $6,735-70.6% | $11,409-82.7% |