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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 | $67,442 | $83,369-19.1% | $105,223-35.9% | $67,986-0.8% |
| Participation rate | 31.7% | 56.3%-24.6pp | 75.0%-43.3pp | 57.2%-25.5pp |
| Annual return | 16.11% | 24.64%-8.5pp | 180.65%-164.5pp | 31.67%-15.6pp |
| Employer contribution / active EE | $543 | $2,541-78.6% | $3,689-85.3% | $2,019-73.1% |
| Participant deferral / active EE | $1,607 | $3,295-51.2% | $5,072-68.3% | $3,358-52.1% |
| Admin fee / account holder | $2,375 | $4,073-41.7% | $8,859-73.2% | $3,203-25.8% |