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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 | $76,586 | $148,623-48.5% | $135,974-43.7% | $139,466-45.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 20.94% | 79.30%-58.4pp | 68.30%-47.4pp | 373.66%-352.7pp |
| Employer contribution / active EE | $941 | $5,246-82.1% | $4,859-80.6% | $4,754-80.2% |
| Participant deferral / active EE | $5,271 | $8,103-35.0% | $7,760-32.1% | $6,712-21.5% |
| Admin fee / account holder | $885 | $12,406-92.9% | $10,767-91.8% | $11,409-92.2% |