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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 | $70,854 | $157,829-55.1% | $136,867-48.2% | $198,609-64.3% |
| Participation rate | 33.3% | 77.2%-43.8pp | 74.5%-41.2pp | 82.4%-49.0pp |
| Annual return | 7.85% | 51.25%-43.4pp | 42.97%-35.1pp | 202.70%-194.8pp |
| Employer contribution / active EE | $340 | $3,923-91.3% | $3,547-90.4% | $5,055-93.3% |
| Participant deferral / active EE | $7,023 | $5,463+28.6% | $4,924+42.6% | $6,977+0.7% |
| Admin fee / account holder | $323,190 | $11,107+2809.7% | $10,340+3025.6% | $19,030+1598.3% |