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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 | $62,190 | $86,298-27.9% | $111,308-44.1% | $85,847-27.6% |
| Participation rate | 67.8% | 73.3%-5.6pp | 77.3%-9.5pp | 69.3%-1.5pp |
| Annual return | 12.34% | 19.99%-7.7pp | 54.67%-42.3pp | 318.61%-306.3pp |
| Employer contribution / active EE | $428 | $2,044-79.0% | $2,732-84.3% | $2,565-83.3% |
| Participant deferral / active EE | $2,537 | $3,641-30.3% | $4,487-43.5% | $3,952-35.8% |
| Admin fee / account holder | $5,201 | $8,189-36.5% | $7,965-34.7% | $6,261-16.9% |