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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 | $62,711 | $117,829-46.8% | $102,423-38.8% | $145,877-57.0% |
| Participation rate | 15.4% | 78.6%-63.2pp | 76.5%-61.1pp | 80.3%-64.9pp |
| Annual return | 13.68% | 31.83%-18.2pp | 29.42%-15.7pp | 551.28%-537.6pp |
| Employer contribution / active EE | $422 | $3,615-88.3% | $3,023-86.1% | $4,663-91.0% |
| Participant deferral / active EE | $3,200 | $5,732-44.2% | $5,054-36.7% | $6,691-52.2% |
| Admin fee / account holder | $546 | $13,335-95.9% | $9,455-94.2% | $13,402-95.9% |