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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 | $76,555 | $154,145-50.3% | $130,014-41.1% | $139,427-45.1% |
| Participation rate | 68.2% | 82.0%-13.8pp | 78.5%-10.3pp | 80.3%-12.1pp |
| Annual return | 15.26% | 32.49%-17.2pp | -137.22%+152.5pp | 373.27%-358.0pp |
| Employer contribution / active EE | $371 | $5,290-93.0% | $4,320-91.4% | $4,752-92.2% |
| Participant deferral / active EE | $4,490 | $6,711-33.1% | $5,821-22.9% | $6,711-33.1% |
| Admin fee / account holder | $9,453 | $14,009-32.5% | $10,616-11.0% | $11,404-17.1% |