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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 | $73,558 | $111,830-34.2% | $93,696-21.5% | $145,884-49.6% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 11.25% | 204.08%-192.8pp | 133.74%-122.5pp | 551.85%-540.6pp |
| Employer contribution / active EE | $239 | $3,093-92.3% | $2,422-90.1% | $4,662-94.9% |
| Participant deferral / active EE | $1,593 | $4,920-67.6% | $4,417-63.9% | $6,690-76.2% |
| Admin fee / account holder | $649 | $10,249-93.7% | $8,287-92.2% | $13,392-95.2% |