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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 | $70,052 | $117,895-40.6% | $102,460-31.6% | $145,897-52.0% |
| Participation rate | 61.9% | 78.6%-16.7pp | 76.5%-14.6pp | 80.3%-18.4pp |
| Annual return | 14.50% | 31.92%-17.4pp | 29.47%-15.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $532 | $3,619-85.3% | $3,025-82.4% | $4,663-88.6% |
| Participant deferral / active EE | $3,889 | $5,736-32.2% | $5,056-23.1% | $6,689-41.9% |
| Admin fee / account holder | $8,190 | $13,353-38.7% | $9,460-13.4% | $13,390-38.8% |