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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 | $60,088 | $103,393-41.9% | $87,103-31.0% | $152,909-60.7% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.9%-16.9pp | 82.5%-22.5pp |
| Annual return | 21.87% | 28.10%-6.2pp | 28.19%-6.3pp | 345.46%-323.6pp |
| Employer contribution / active EE | $345 | $3,221-89.3% | $2,521-86.3% | $4,764-92.7% |
| Participant deferral / active EE | $4,165 | $4,778-12.8% | $4,049+2.9% | $5,851-28.8% |
| Admin fee / account holder | $686 | $12,195-94.4% | $7,491-90.8% | $11,601-94.1% |