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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 | $68,488 | $100,073-31.6% | $85,126-19.5% | $145,877-53.1% |
| Participation rate | 10.0% | 74.1%-64.1pp | 67.5%-57.5pp | 80.3%-70.3pp |
| Annual return | 16.21% | 84.11%-67.9pp | 66.63%-50.4pp | 551.28%-535.1pp |
| Employer contribution / active EE | $376 | $3,236-88.4% | $2,731-86.2% | $4,663-91.9% |
| Participant deferral / active EE | $1,505 | $5,294-71.6% | $4,523-66.7% | $6,691-77.5% |
| Admin fee / account holder | $534 | $7,261-92.6% | $6,160-91.3% | $13,402-96.0% |