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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 | $58,835 | $110,410-46.7% | $102,437-42.6% | $145,897-59.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 12.27% | 24.85%-12.6pp | 24.95%-12.7pp | 552.29%-540.0pp |
| Employer contribution / active EE | $775 | $4,217-81.6% | $3,871-80.0% | $4,663-83.4% |
| Participant deferral / active EE | $4,894 | $5,622-12.9% | $5,060-3.3% | $6,689-26.8% |
| Admin fee / account holder | $794 | $9,745-91.9% | $8,388-90.5% | $13,390-94.1% |