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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 | $61,486 | $125,237-50.9% | $105,608-41.8% | $145,877-57.9% |
| Participation rate | 43.8% | 77.7%-33.9pp | 75.3%-31.5pp | 80.3%-36.6pp |
| Annual return | 22.15% | 225.76%-203.6pp | 116.50%-94.4pp | 551.28%-529.1pp |
| Employer contribution / active EE | $659 | $3,720-82.3% | $3,167-79.2% | $4,663-85.9% |
| Participant deferral / active EE | $3,102 | $5,711-45.7% | $5,010-38.1% | $6,691-53.6% |
| Admin fee / account holder | $953 | $17,287-94.5% | $11,028-91.4% | $13,402-92.9% |