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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 | $77,310 | $110,240-29.9% | $96,544-19.9% | $139,487-44.6% |
| Participation rate | 27.8% | 78.1%-50.3pp | 76.0%-48.2pp | 80.3%-52.6pp |
| Annual return | 13.53% | 26.41%-12.9pp | 25.88%-12.3pp | 373.84%-360.3pp |
| Employer contribution / active EE | $512 | $3,622-85.9% | $2,966-82.7% | $4,755-89.2% |
| Participant deferral / active EE | $4,642 | $5,549-16.3% | $4,851-4.3% | $6,713-30.8% |
| Admin fee / account holder | $805 | $11,602-93.1% | $8,254-90.3% | $11,407-92.9% |