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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 | $68,779 | $111,785-38.5% | $93,669-26.6% | $145,877-52.9% |
| Participation rate | 64.7% | 74.2%-9.5pp | 68.7%-4.0pp | 80.3%-15.6pp |
| Annual return | 12.63% | 203.79%-191.2pp | 133.59%-121.0pp | 551.28%-538.7pp |
| Employer contribution / active EE | $494 | $3,096-84.0% | $2,424-79.6% | $4,663-89.4% |
| Participant deferral / active EE | $2,423 | $4,919-50.7% | $4,416-45.1% | $6,691-63.8% |
| Admin fee / account holder | $873 | $10,256-91.5% | $8,291-89.5% | $13,402-93.5% |