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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 | $69,829 | $107,368-35.0% | $92,915-24.8% | $152,909-54.3% |
| Participation rate | 56.5% | 79.8%-23.3pp | 76.0%-19.5pp | 82.5%-25.9pp |
| Annual return | 18.50% | 145.64%-127.1pp | 109.45%-91.0pp | 345.46%-327.0pp |
| Employer contribution / active EE | $700 | $4,222-83.4% | $3,653-80.8% | $4,764-85.3% |
| Participant deferral / active EE | $2,513 | $4,848-48.2% | $4,238-40.7% | $5,851-57.1% |
| Admin fee / account holder | $2,201 | $7,082-68.9% | $5,796-62.0% | $11,601-81.0% |