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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 | $70,742 | $166,268-57.5% | $165,100-57.2% | $145,897-51.5% |
| Participation rate | 30.8% | 82.0%-51.3pp | 78.6%-47.9pp | 80.3%-49.5pp |
| Annual return | 15.27% | 100.52%-85.2pp | 70.21%-54.9pp | 552.29%-537.0pp |
| Employer contribution / active EE | $699 | $5,284-86.8% | $4,348-83.9% | $4,663-85.0% |
| Participant deferral / active EE | $2,073 | $6,964-70.2% | $6,035-65.7% | $6,689-69.0% |
| Admin fee / account holder | $367 | $16,659-97.8% | $12,696-97.1% | $13,390-97.3% |