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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 | $69,964 | $117,895-40.7% | $102,460-31.7% | $145,897-52.0% |
| Participation rate | 41.7% | 78.6%-37.0pp | 76.5%-34.8pp | 80.3%-38.6pp |
| Annual return | 9.87% | 31.92%-22.1pp | 29.47%-19.6pp | 552.29%-542.4pp |
| Employer contribution / active EE | $298 | $3,619-91.8% | $3,025-90.1% | $4,663-93.6% |
| Participant deferral / active EE | $1,984 | $5,736-65.4% | $5,056-60.8% | $6,689-70.3% |
| Admin fee / account holder | $3,241 | $13,353-75.7% | $9,460-65.7% | $13,390-75.8% |