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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 | $77,695 | $166,089-53.2% | $164,928-52.9% | $145,978-46.8% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 10.38% | 100.26%-89.9pp | 70.08%-59.7pp | 550.52%-540.1pp |
| Employer contribution / active EE | $969 | $5,276-81.6% | $4,343-77.7% | $4,662-79.2% |
| Participant deferral / active EE | $2,975 | $6,961-57.3% | $6,034-50.7% | $6,690-55.5% |
| Admin fee / account holder | $4,203 | $16,641-74.7% | $12,684-66.9% | $13,400-68.6% |