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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 | $70,856 | $152,612-53.6% | $125,192-43.4% | $152,897-53.7% |
| Participation rate | 62.5% | 83.3%-20.8pp | 79.8%-17.3pp | 82.5%-20.0pp |
| Annual return | 20.87% | 54.85%-34.0pp | 43.79%-22.9pp | 345.43%-324.6pp |
| Employer contribution / active EE | $805 | $4,947-83.7% | $3,866-79.2% | $4,764-83.1% |
| Participant deferral / active EE | $1,989 | $5,868-66.1% | $4,937-59.7% | $5,851-66.0% |
| Admin fee / account holder | $1,498 | $13,437-88.9% | $9,704-84.6% | $11,599-87.1% |