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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 | $79,175 | $85,766-7.7% | $136,298-41.9% | $70,126+12.9% |
| Participation rate | 60.3% | 74.2%-13.9pp | 81.9%-21.6pp | 69.5%-9.2pp |
| Annual return | 15.23% | 31.46%-16.2pp | 5156.27%-5141.0pp | 73.15%-57.9pp |
| Employer contribution / active EE | $484 | $2,966-83.7% | $4,696-89.7% | $2,343-79.3% |
| Participant deferral / active EE | $2,310 | $5,051-54.3% | $6,247-63.0% | $3,332-30.7% |
| Admin fee / account holder | $1,944 | $5,421-64.1% | $9,244-79.0% | $4,645-58.1% |