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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 | $66,818 | $70,366-5.0% | $66,674+0.2% | $138,895-51.9% |
| Participation rate | 14.3% | 76.2%-61.9pp | 73.7%-59.4pp | 79.9%-65.6pp |
| Annual return | 19.08% | 386.41%-367.3pp | 321.24%-302.2pp | 145.39%-126.3pp |
| Employer contribution / active EE | $305 | $2,765-89.0% | $2,620-88.4% | $4,194-92.7% |
| Participant deferral / active EE | $1,138 | $4,374-74.0% | $4,084-72.1% | $6,396-82.2% |
| Admin fee / account holder | $466 | $5,262-91.1% | $5,098-90.9% | $12,562-96.3% |