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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 | $65,759 | $165,399-60.2% | $149,745-56.1% | $158,982-58.6% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 18.36% | 348.34%-330.0pp | 276.72%-258.4pp | 302.99%-284.6pp |
| Employer contribution / active EE | $114 | $5,105-97.8% | $4,646-97.5% | $4,763-97.6% |
| Participant deferral / active EE | $2,420 | $7,183-66.3% | $6,843-64.6% | $5,983-59.6% |
| Admin fee / account holder | $10,692 | $10,811-1.1% | $9,312+14.8% | $11,252-5.0% |