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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 | $82,636 | $149,679-44.8% | $117,039-29.4% | $147,586-44.0% |
| Participation rate | 40.9% | 83.5%-42.6pp | 77.2%-36.3pp | 82.8%-41.9pp |
| Annual return | 14.50% | 19.31%-4.8pp | 18.95%-4.4pp | 578.59%-564.1pp |
| Employer contribution / active EE | $474 | $4,937-90.4% | $3,785-87.5% | $4,876-90.3% |
| Participant deferral / active EE | $2,124 | $4,912-56.8% | $3,929-45.9% | $5,439-60.9% |
| Admin fee / account holder | $1,317 | $7,856-83.2% | $5,974-78.0% | $10,886-87.9% |