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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 | $66,052 | $140,592-53.0% | $123,105-46.3% | $125,389-47.3% |
| Participation rate | 42.9% | 88.2%-45.3pp | 86.8%-43.9pp | 83.2%-40.3pp |
| Annual return | 203.26% | 16.80%+186.5pp | 13.22%+190.0pp | 282.24%-79.0pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,531 | $6,980-49.4% | $6,229-43.3% | $5,352-34.0% |
| Admin fee / account holder | $7,204 | $11,198-35.7% | $9,014-20.1% | $9,541-24.5% |