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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 | $67,227 | $99,921-32.7% | $85,009-20.9% | $145,959-53.9% |
| Participation rate | 26.7% | 74.1%-47.4pp | 67.5%-40.8pp | 80.3%-53.6pp |
| Annual return | 15.26% | 83.89%-68.6pp | 66.47%-51.2pp | 561.95%-546.7pp |
| Employer contribution / active EE | $307 | $3,233-90.5% | $2,728-88.8% | $4,661-93.4% |
| Participant deferral / active EE | $1,430 | $5,293-73.0% | $4,522-68.4% | $6,689-78.6% |
| Admin fee / account holder | $1,201 | $7,252-83.4% | $6,153-80.5% | $13,398-91.0% |