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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 | $79,542 | $171,492-53.6% | $150,734-47.2% | $198,609-60.0% |
| Participation rate | 55.6% | 81.4%-25.9pp | 78.4%-22.9pp | 82.4%-26.8pp |
| Annual return | 7.31% | 804.70%-797.4pp | 600.81%-593.5pp | 202.70%-195.4pp |
| Employer contribution / active EE | $1,393 | $5,470-74.5% | $4,918-71.7% | $5,055-72.4% |
| Participant deferral / active EE | $3,812 | $6,259-39.1% | $5,610-32.1% | $6,977-45.4% |
| Admin fee / account holder | $15,234 | $17,628-13.6% | $14,905+2.2% | $19,030-19.9% |