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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 | $100,858 | $227,597-55.7% | $189,575-46.8% | $167,536-39.8% |
| Participation rate | 53.3% | 82.5%-29.2pp | 78.4%-25.1pp | 82.1%-28.8pp |
| Annual return | 12.81% | 78.44%-65.6pp | 64.19%-51.4pp | 478.82%-466.0pp |
| Employer contribution / active EE | $596 | $5,316-88.8% | $4,412-86.5% | $4,839-87.7% |
| Participant deferral / active EE | $4,460 | $7,002-36.3% | $6,174-27.8% | $6,342-29.7% |
| Admin fee / account holder | $371 | $11,877-96.9% | $9,806-96.2% | $12,315-97.0% |