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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 | $42,486 | $152,619-72.2% | $125,195-66.1% | $152,909-72.2% |
| Participation rate | 59.1% | 83.3%-24.3pp | 79.8%-20.7pp | 82.5%-23.4pp |
| Annual return | 18.83% | 54.85%-36.0pp | 43.79%-25.0pp | 345.46%-326.6pp |
| Employer contribution / active EE | $862 | $4,947-82.6% | $3,866-77.7% | $4,764-81.9% |
| Participant deferral / active EE | $2,117 | $5,869-63.9% | $4,937-57.1% | $5,851-63.8% |
| Admin fee / account holder | $4,345 | $13,437-67.7% | $9,704-55.2% | $11,601-62.5% |