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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 | $82,554 | $96,731-14.7% | $123,973-33.4% | $86,983-5.1% |
| Participation rate | 34.2% | 70.0%-35.8pp | 76.7%-42.4pp | 69.5%-35.3pp |
| Annual return | 17.10% | 17.33%-0.2pp | 388.13%-371.0pp | 25.83%-8.7pp |
| Employer contribution / active EE | $676 | $3,297-79.5% | $4,126-83.6% | $2,584-73.8% |
| Participant deferral / active EE | $3,136 | $4,152-24.5% | $5,247-40.2% | $4,194-25.2% |
| Admin fee / account holder | $15,721 | $8,722+80.2% | $11,799+33.2% | $7,856+100.1% |