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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 | $66,457 | $107,353-38.1% | $92,903-28.5% | $152,885-56.5% |
| Participation rate | 18.8% | 79.8%-61.0pp | 76.0%-57.3pp | 82.5%-63.7pp |
| Annual return | 22.90% | 145.62%-122.7pp | 109.43%-86.5pp | 345.39%-322.5pp |
| Employer contribution / active EE | $601 | $4,222-85.8% | $3,653-83.6% | $4,763-87.4% |
| Participant deferral / active EE | $1,822 | $4,848-62.4% | $4,238-57.0% | $5,851-68.9% |
| Admin fee / account holder | $465 | $7,081-93.4% | $5,795-92.0% | $11,598-96.0% |