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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 | $65,008 | $148,629-56.3% | $135,982-52.2% | $139,487-53.4% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 18.48% | 79.33%-60.8pp | 68.32%-49.8pp | 373.84%-355.4pp |
| Employer contribution / active EE | $656 | $5,247-87.5% | $4,859-86.5% | $4,755-86.2% |
| Participant deferral / active EE | $2,886 | $8,102-64.4% | $7,760-62.8% | $6,713-57.0% |
| Admin fee / account holder | $7,263 | $12,406-41.5% | $10,767-32.5% | $11,407-36.3% |