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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 | $70,930 | $124,425-43.0% | $112,040-36.7% | $137,256-48.3% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 10.14% | 24.72%-14.6pp | 24.52%-14.4pp | 220.34%-210.2pp |
| Employer contribution / active EE | $528 | $3,411-84.5% | $2,954-82.1% | $4,156-87.3% |
| Participant deferral / active EE | $2,553 | $5,718-55.3% | $5,098-49.9% | $6,407-60.1% |
| Admin fee / account holder | $3,101 | $15,207-79.6% | $12,098-74.4% | $12,270-74.7% |