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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 | $88,108 | $105,856-16.8% | $90,161-2.3% | $147,585-40.3% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 15.10% | 37.63%-22.5pp | 34.89%-19.8pp | 578.58%-563.5pp |
| Employer contribution / active EE | $440 | $4,126-89.3% | $3,318-86.7% | $4,876-91.0% |
| Participant deferral / active EE | $4,825 | $5,733-15.8% | $5,287-8.8% | $5,439-11.3% |
| Admin fee / account holder | $601 | $8,046-92.5% | $5,943-89.9% | $10,886-94.5% |