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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 | $82,755 | $113,941-27.4% | $94,228-12.2% | $125,388-34.0% |
| Participation rate | 40.0% | 82.9%-42.9pp | 78.8%-38.8pp | 83.2%-43.2pp |
| Annual return | 8.42% | 5.29%+3.1pp | 10.68%-2.3pp | 282.24%-273.8pp |
| Employer contribution / active EE | $602 | $4,727-87.3% | $3,587-83.2% | $4,866-87.6% |
| Participant deferral / active EE | $7,200 | $5,179+39.0% | $4,320+66.7% | $5,352+34.5% |
| Admin fee / account holder | $2,128 | $8,392-74.6% | $6,269-66.1% | $9,541-77.7% |