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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 | $57,494 | $78,682-26.9% | $109,188-47.3% | $85,851-33.0% |
| Participation rate | 67.3% | 68.3%-0.9pp | 75.9%-8.5pp | 69.3%-2.0pp |
| Annual return | 17.13% | 25.09%-8.0pp | 25.76%-8.6pp | 318.63%-301.5pp |
| Employer contribution / active EE | $571 | $2,734-79.1% | $3,723-84.7% | $2,565-77.7% |
| Participant deferral / active EE | $1,691 | $3,468-51.2% | $4,654-63.7% | $3,952-57.2% |
| Admin fee / account holder | $9,937 | $5,470+81.7% | $6,755+47.1% | $6,261+58.7% |