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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 | $69,718 | $152,619-54.3% | $125,195-44.3% | $152,909-54.4% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 28.63% | 54.85%-26.2pp | 43.79%-15.2pp | 345.46%-316.8pp |
| Employer contribution / active EE | $390 | $4,947-92.1% | $3,866-89.9% | $4,764-91.8% |
| Participant deferral / active EE | $1,895 | $5,869-67.7% | $4,937-61.6% | $5,851-67.6% |
| Admin fee / account holder | $2,007 | $13,437-85.1% | $9,704-79.3% | $11,601-82.7% |