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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 | $77,200 | $110,410-30.1% | $102,437-24.6% | $145,897-47.1% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 11.93% | 24.85%-12.9pp | 24.95%-13.0pp | 552.29%-540.4pp |
| Employer contribution / active EE | $696 | $4,217-83.5% | $3,871-82.0% | $4,663-85.1% |
| Participant deferral / active EE | $4,600 | $5,622-18.2% | $5,060-9.1% | $6,689-31.2% |
| Admin fee / account holder | $743 | $9,745-92.4% | $8,388-91.1% | $13,390-94.4% |