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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 | $68,293 | $93,345-26.8% | $119,126-42.7% | $87,485-21.9% |
| Participation rate | 42.9% | 68.7%-25.9pp | 75.8%-32.9pp | 68.9%-26.1pp |
| Annual return | 12.78% | 19.08%-6.3pp | 282.11%-269.3pp | 26.06%-13.3pp |
| Employer contribution / active EE | $326 | $3,172-89.7% | $4,034-91.9% | $2,596-87.5% |
| Participant deferral / active EE | $1,789 | $4,099-56.4% | $5,318-66.4% | $4,274-58.1% |
| Admin fee / account holder | $688 | $8,039-91.4% | $10,693-93.6% | $7,775-91.2% |