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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 | $114,254 | $154,159-25.9% | $130,026-12.1% | $139,456-18.1% |
| Participation rate | 22.2% | 82.0%-59.7pp | 78.5%-56.3pp | 80.3%-58.1pp |
| Annual return | 25.53% | 32.50%-7.0pp | -137.26%+162.8pp | 373.45%-347.9pp |
| Employer contribution / active EE | $589 | $5,292-88.9% | $4,321-86.4% | $4,753-87.6% |
| Participant deferral / active EE | $2,772 | $6,710-58.7% | $5,821-52.4% | $6,711-58.7% |
| Admin fee / account holder | $1,894 | $14,001-86.5% | $10,608-82.2% | $11,407-83.4% |