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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 | $69,595 | $197,625-64.8% | $177,840-60.9% | $158,966-56.2% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.7%-25.2pp | 82.0%-19.5pp |
| Annual return | 13.60% | 58.76%-45.2pp | 48.32%-34.7pp | 302.95%-289.4pp |
| Employer contribution / active EE | $28 | $6,698-99.6% | $5,919-99.5% | $4,762-99.4% |
| Participant deferral / active EE | $3,382 | $8,405-59.8% | $7,714-56.2% | $5,983-43.5% |
| Admin fee / account holder | $9,028 | $15,405-41.4% | $12,431-27.4% | $11,250-19.8% |