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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 | $72,089 | $109,411-34.1% | $89,435-19.4% | $158,982-54.7% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 9.81% | 345.68%-335.9pp | 245.55%-235.7pp | 302.99%-293.2pp |
| Employer contribution / active EE | $207 | $3,173-93.5% | $2,587-92.0% | $4,763-95.7% |
| Participant deferral / active EE | $2,290 | $4,600-50.2% | $3,890-41.1% | $5,983-61.7% |
| Admin fee / account holder | $8,002 | $6,159+29.9% | $4,884+63.8% | $11,252-28.9% |