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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 | $69,907 | $117,895-40.7% | $102,460-31.8% | $145,897-52.1% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 8.99% | 31.92%-22.9pp | 29.47%-20.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $802 | $3,619-77.8% | $3,025-73.5% | $4,663-82.8% |
| Participant deferral / active EE | $2,919 | $5,736-49.1% | $5,056-42.3% | $6,689-56.4% |
| Admin fee / account holder | $901 | $13,353-93.3% | $9,460-90.5% | $13,390-93.3% |