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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 | $79,546 | $156,616-49.2% | $133,346-40.3% | $198,609-59.9% |
| Participation rate | 50.0% | 77.7%-27.7pp | 72.8%-22.8pp | 82.4%-32.4pp |
| Annual return | 10.70% | 44.25%-33.5pp | 36.85%-26.1pp | 202.70%-192.0pp |
| Employer contribution / active EE | $498 | $3,368-85.2% | $2,853-82.5% | $5,055-90.1% |
| Participant deferral / active EE | $5,070 | $4,920+3.1% | $4,332+17.0% | $6,977-27.3% |
| Admin fee / account holder | $426 | $17,468-97.6% | $14,264-97.0% | $19,030-97.8% |