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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 | $73,865 | $178,174-58.5% | $156,181-52.7% | $137,256-46.2% |
| Participation rate | 38.1% | 82.0%-43.9pp | 78.8%-40.7pp | 80.0%-41.9pp |
| Annual return | 15.49% | 84.19%-68.7pp | 64.87%-49.4pp | 220.34%-204.8pp |
| Employer contribution / active EE | $875 | $4,972-82.4% | $4,294-79.6% | $4,156-78.9% |
| Participant deferral / active EE | $2,374 | $6,888-65.5% | $6,132-61.3% | $6,407-62.9% |
| Admin fee / account holder | $77,590 | $17,404+345.8% | $14,586+431.9% | $12,270+532.3% |