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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 | $72,539 | $165,361-56.1% | $149,715-51.5% | $158,950-54.4% |
| Participation rate | 46.7% | 84.6%-37.9pp | 82.5%-35.8pp | 82.0%-35.3pp |
| Annual return | 15.98% | 348.24%-332.3pp | 276.66%-260.7pp | 302.91%-286.9pp |
| Employer contribution / active EE | $435 | $5,103-91.5% | $4,645-90.6% | $4,762-90.9% |
| Participant deferral / active EE | $2,423 | $7,182-66.3% | $6,842-64.6% | $5,983-59.5% |
| Admin fee / account holder | $1,348 | $10,808-87.5% | $9,310-85.5% | $11,248-88.0% |