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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 | $33,361 | $166,242-79.9% | $165,071-79.8% | $145,884-77.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 14.34% | 100.44%-86.1pp | 70.17%-55.8pp | 551.85%-537.5pp |
| Employer contribution / active EE | $847 | $5,283-84.0% | $4,347-80.5% | $4,662-81.8% |
| Participant deferral / active EE | $4,618 | $6,964-33.7% | $6,035-23.5% | $6,690-31.0% |
| Admin fee / account holder | $2,333 | $16,658-86.0% | $12,695-81.6% | $13,392-82.6% |