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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 | $77,984 | $157,304-50.4% | $141,197-44.8% | $152,909-49.0% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 24.96% | 64.34%-39.4pp | 71.41%-46.4pp | 345.46%-320.5pp |
| Employer contribution / active EE | $907 | $5,263-82.8% | $4,736-80.9% | $4,764-81.0% |
| Participant deferral / active EE | $4,069 | $7,111-42.8% | $6,710-39.4% | $5,851-30.5% |
| Admin fee / account holder | $2,025 | $12,126-83.3% | $10,265-80.3% | $11,601-82.5% |