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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 | $71,702 | $111,535-35.7% | $105,223-31.9% | $137,256-47.8% |
| Participation rate | 45.8% | 78.1%-32.3pp | 75.0%-29.2pp | 80.0%-34.1pp |
| Annual return | 13.50% | 237.85%-224.4pp | 180.65%-167.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $411 | $3,939-89.6% | $3,689-88.9% | $4,156-90.1% |
| Participant deferral / active EE | $4,281 | $5,500-22.2% | $5,072-15.6% | $6,407-33.2% |
| Admin fee / account holder | $420 | $9,721-95.7% | $8,859-95.3% | $12,270-96.6% |