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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 | $67,729 | $85,766-21.0% | $136,298-50.3% | $70,126-3.4% |
| Participation rate | 67.6% | 74.2%-6.5pp | 81.9%-14.3pp | 69.5%-1.9pp |
| Annual return | 20.54% | 31.46%-10.9pp | 5156.27%-5135.7pp | 73.15%-52.6pp |
| Employer contribution / active EE | $326 | $2,966-89.0% | $4,696-93.1% | $2,343-86.1% |
| Participant deferral / active EE | $3,393 | $5,051-32.8% | $6,247-45.7% | $3,332+1.8% |
| Admin fee / account holder | $770 | $5,421-85.8% | $9,244-91.7% | $4,645-83.4% |