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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 | $79,662 | $91,559-13.0% | $133,959-40.5% | $79,858-0.2% |
| Participation rate | 43.5% | 73.3%-29.8pp | 79.8%-36.3pp | 69.6%-26.1pp |
| Annual return | 25.99% | 61.85%-35.9pp | 45.09%-19.1pp | 31.72%-5.7pp |
| Employer contribution / active EE | $256 | $2,384-89.3% | $3,919-93.5% | $2,471-89.7% |
| Participant deferral / active EE | $2,342 | $3,734-37.3% | $5,047-53.6% | $3,740-37.4% |
| Admin fee / account holder | $2,260 | $6,321-64.2% | $8,928-74.7% | $5,306-57.4% |