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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 | $86,224 | $117,829-26.8% | $102,423-15.8% | $145,877-40.9% |
| Participation rate | 29.4% | 78.6%-49.2pp | 76.5%-47.1pp | 80.3%-50.9pp |
| Annual return | 12.32% | 31.83%-19.5pp | 29.42%-17.1pp | 551.28%-539.0pp |
| Employer contribution / active EE | $397 | $3,615-89.0% | $3,023-86.9% | $4,663-91.5% |
| Participant deferral / active EE | $4,000 | $5,732-30.2% | $5,054-20.9% | $6,691-40.2% |
| Admin fee / account holder | $2,909 | $13,335-78.2% | $9,455-69.2% | $13,402-78.3% |