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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 | $72,193 | $102,393-29.5% | $147,041-50.9% | $80,911-10.8% |
| Participation rate | 67.4% | 75.9%-8.4pp | 82.2%-14.7pp | 67.6%-0.2pp |
| Annual return | 30.77% | 134.95%-104.2pp | 419.21%-388.4pp | 35.63%-4.9pp |
| Employer contribution / active EE | $696 | $3,715-81.3% | $4,935-85.9% | $2,756-74.8% |
| Participant deferral / active EE | $5,817 | $6,647-12.5% | $8,071-27.9% | $4,297+35.4% |
| Admin fee / account holder | $3,954 | $7,943-50.2% | $13,006-69.6% | $6,935-43.0% |