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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 | $74,260 | $78,670-5.6% | $109,173-32.0% | $85,847-13.5% |
| Participation rate | 30.0% | 68.3%-38.3pp | 75.9%-45.9pp | 69.3%-39.3pp |
| Annual return | 12.83% | 25.09%-12.3pp | 25.75%-12.9pp | 318.61%-305.8pp |
| Employer contribution / active EE | $526 | $2,734-80.8% | $3,723-85.9% | $2,565-79.5% |
| Participant deferral / active EE | $1,752 | $3,467-49.5% | $4,654-62.4% | $3,952-55.7% |
| Admin fee / account holder | $941 | $5,469-82.8% | $6,755-86.1% | $6,261-85.0% |