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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 | $63,659 | $110,337-42.3% | $102,383-37.8% | $145,877-56.4% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 17.07% | 24.83%-7.8pp | 24.94%-7.9pp | 551.28%-534.2pp |
| Employer contribution / active EE | $509 | $4,216-87.9% | $3,870-86.8% | $4,663-89.1% |
| Participant deferral / active EE | $1,663 | $5,621-70.4% | $5,060-67.1% | $6,691-75.1% |
| Admin fee / account holder | $3,829 | $9,750-60.7% | $8,391-54.4% | $13,402-71.4% |