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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 | $70,170 | $79,181-11.4% | $102,423-31.5% | $74,429-5.7% |
| Participation rate | 65.4% | 74.8%-9.3pp | 76.5%-11.1pp | 67.2%-1.8pp |
| Annual return | 22.37% | 54.97%-32.6pp | 29.42%-7.1pp | 1368.38%-1346.0pp |
| Employer contribution / active EE | $328 | $2,362-86.1% | $3,023-89.2% | $2,625-87.5% |
| Participant deferral / active EE | $3,585 | $4,416-18.8% | $5,054-29.1% | $4,348-17.5% |
| Admin fee / account holder | $6,953 | $2,002+247.3% | $9,455-26.5% | $1,944+257.6% |