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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 | $90,321 | $103,392-12.6% | $87,104+3.7% | $152,897-40.9% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.9%-14.4pp | 82.5%-20.0pp |
| Annual return | 20.92% | 28.10%-7.2pp | 28.19%-7.3pp | 345.43%-324.5pp |
| Employer contribution / active EE | $239 | $3,221-92.6% | $2,521-90.5% | $4,764-95.0% |
| Participant deferral / active EE | $2,808 | $4,778-41.2% | $4,048-30.7% | $5,851-52.0% |
| Admin fee / account holder | $838 | $12,194-93.1% | $7,491-88.8% | $11,599-92.8% |