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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 | $166,020-57.4% | $164,866-57.1% | $145,959-51.5% |
| Participation rate | 30.8% | 82.0%-51.2pp | 78.6%-47.8pp | 80.3%-49.5pp |
| Annual return | 15.27% | 100.08%-84.8pp | 69.97%-54.7pp | 561.95%-546.7pp |
| Employer contribution / active EE | $699 | $5,275-86.8% | $4,343-83.9% | $4,661-85.0% |
| Participant deferral / active EE | $2,073 | $6,961-70.2% | $6,033-65.6% | $6,689-69.0% |
| Admin fee / account holder | $367 | $16,644-97.8% | $12,689-97.1% | $13,398-97.3% |