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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 | $73,073 | $78,425-6.8% | $95,956-23.8% | $79,858-8.5% |
| Participation rate | 64.2% | 73.5%-9.3pp | 77.1%-12.9pp | 69.6%-5.4pp |
| Annual return | 12.78% | 19.37%-6.6pp | 91.63%-78.8pp | 31.72%-18.9pp |
| Employer contribution / active EE | $440 | $1,945-77.4% | $2,541-82.7% | $2,471-82.2% |
| Participant deferral / active EE | $2,844 | $3,440-17.3% | $4,167-31.8% | $3,740-24.0% |
| Admin fee / account holder | $1,673 | $5,622-70.2% | $6,797-75.4% | $5,306-68.5% |