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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 | $56,545 | $85,766-34.1% | $136,298-58.5% | $70,126-19.4% |
| Participation rate | 68.3% | 74.2%-5.9pp | 81.9%-13.6pp | 69.5%-1.2pp |
| Annual return | 19.32% | 31.46%-12.1pp | 5156.27%-5137.0pp | 73.15%-53.8pp |
| Employer contribution / active EE | $256 | $2,966-91.4% | $4,696-94.5% | $2,343-89.1% |
| Participant deferral / active EE | $4,292 | $5,051-15.0% | $6,247-31.3% | $3,332+28.8% |
| Admin fee / account holder | $3,947 | $5,421-27.2% | $9,244-57.3% | $4,645-15.0% |