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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 | $66,224 | $78,707-15.9% | $117,861-43.8% | $70,126-5.6% |
| Participation rate | 60.3% | 73.2%-12.9pp | 79.7%-19.4pp | 69.5%-9.3pp |
| Annual return | 15.34% | 23.30%-8.0pp | 335.11%-319.8pp | 73.15%-57.8pp |
| Employer contribution / active EE | $253 | $2,223-88.6% | $3,786-93.3% | $2,343-89.2% |
| Participant deferral / active EE | $3,558 | $3,297+7.9% | $4,482-20.6% | $3,332+6.8% |
| Admin fee / account holder | $10,364 | $5,066+104.6% | $8,021+29.2% | $4,645+123.1% |