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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 | $87,423 | $157,296-44.4% | $141,191-38.1% | $152,897-42.8% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 19.84% | 64.34%-44.5pp | 71.41%-51.6pp | 345.43%-325.6pp |
| Employer contribution / active EE | $618 | $5,262-88.3% | $4,736-87.0% | $4,764-87.0% |
| Participant deferral / active EE | $5,258 | $7,111-26.1% | $6,710-21.6% | $5,851-10.1% |
| Admin fee / account holder | $8,732 | $12,125-28.0% | $10,264-14.9% | $11,599-24.7% |