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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 | $64,974 | $152,460-57.4% | $118,746-45.3% | $147,586-56.0% |
| Participation rate | 69.6% | 82.3%-12.7pp | 78.3%-8.7pp | 82.8%-13.3pp |
| Annual return | 10.87% | 17.41%-6.5pp | 24.54%-13.7pp | 578.59%-567.7pp |
| Employer contribution / active EE | $535 | $5,046-89.4% | $4,193-87.2% | $4,876-89.0% |
| Participant deferral / active EE | $3,612 | $6,212-41.9% | $5,332-32.3% | $5,439-33.6% |
| Admin fee / account holder | $10,806 | $16,953-36.3% | $10,720+0.8% | $10,886-0.7% |