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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 | $74,455 | $166,131-55.2% | $164,975-54.9% | $145,877-49.0% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 20.27% | 100.37%-80.1pp | 70.12%-49.9pp | 551.28%-531.0pp |
| Employer contribution / active EE | $596 | $5,276-88.7% | $4,343-86.3% | $4,663-87.2% |
| Participant deferral / active EE | $2,446 | $6,962-64.9% | $6,033-59.5% | $6,691-63.4% |
| Admin fee / account holder | $2,299 | $16,648-86.2% | $12,688-81.9% | $13,402-82.8% |