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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 | $60,517 | $157,276-61.5% | $141,177-57.1% | $152,885-60.4% |
| Participation rate | 53.8% | 84.8%-31.0pp | 82.5%-28.6pp | 82.5%-28.6pp |
| Annual return | 25.04% | 64.33%-39.3pp | 71.40%-46.4pp | 345.39%-320.3pp |
| Employer contribution / active EE | $832 | $5,262-84.2% | $4,736-82.4% | $4,763-82.5% |
| Participant deferral / active EE | $2,981 | $7,110-58.1% | $6,710-55.6% | $5,851-49.0% |
| Admin fee / account holder | $2,057 | $12,123-83.0% | $10,263-80.0% | $11,598-82.3% |