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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 | $62,471 | $134,817-53.7% | $123,973-49.6% | $155,188-59.7% |
| Participation rate | 61.5% | 79.4%-17.9pp | 76.7%-15.1pp | 80.8%-19.3pp |
| Annual return | 8.72% | 515.49%-506.8pp | 388.13%-379.4pp | 148.84%-140.1pp |
| Employer contribution / active EE | $408 | $4,425-90.8% | $4,126-90.1% | $4,248-90.4% |
| Participant deferral / active EE | $3,028 | $5,706-46.9% | $5,247-42.3% | $6,531-53.6% |
| Admin fee / account holder | $13,056 | $13,245-1.4% | $11,799+10.7% | $14,480-9.8% |