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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 | $76,075 | $118,496-35.8% | $98,461-22.7% | $139,466-45.5% |
| Participation rate | 66.7% | 77.5%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 0.00% | 18.96%-19.0pp | 21.17%-21.2pp | 373.66%-373.7pp |
| Employer contribution / active EE | $705 | $3,611-80.5% | $3,049-76.9% | $4,754-85.2% |
| Participant deferral / active EE | $3,539 | $5,393-34.4% | $4,738-25.3% | $6,712-47.3% |
| Admin fee / account holder | $2,716 | $14,056-80.7% | $8,961-69.7% | $11,409-76.2% |