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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 | $78,194 | $115,810-32.5% | $101,271-22.8% | $158,966-50.8% |
| Participation rate | 68.8% | 79.4%-10.6pp | 75.8%-7.1pp | 82.0%-13.2pp |
| Annual return | 26.45% | 56.15%-29.7pp | 46.48%-20.0pp | 302.95%-276.5pp |
| Employer contribution / active EE | $722 | $4,175-82.7% | $3,660-80.3% | $4,762-84.8% |
| Participant deferral / active EE | $1,646 | $4,958-66.8% | $4,371-62.3% | $5,983-72.5% |
| Admin fee / account holder | $5,749 | $7,248-20.7% | $5,948-3.3% | $11,250-48.9% |