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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 | $68,988 | $129,737-46.8% | $119,126-42.1% | $154,746-55.4% |
| Participation rate | 25.0% | 78.9%-53.9pp | 75.8%-50.8pp | 80.7%-55.7pp |
| Annual return | 11.01% | 379.08%-368.1pp | 282.11%-271.1pp | 172.34%-161.3pp |
| Employer contribution / active EE | $168 | $4,375-96.2% | $4,034-95.8% | $4,379-96.2% |
| Participant deferral / active EE | $2,918 | $5,842-50.1% | $5,318-45.1% | $6,730-56.7% |
| Admin fee / account holder | $3,144 | $11,961-73.7% | $10,693-70.6% | $14,365-78.1% |