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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 | $84,623 | $210,698-59.8% | $178,014-52.5% | $145,959-42.0% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 65.13% | 386.27%-321.1pp | 294.80%-229.7pp | 561.95%-496.8pp |
| Employer contribution / active EE | $488 | $4,567-89.3% | $3,950-87.7% | $4,661-89.5% |
| Participant deferral / active EE | $5,672 | $6,958-18.5% | $6,276-9.6% | $6,689-15.2% |
| Admin fee / account holder | $7,794 | $12,016-35.1% | $10,362-24.8% | $13,398-41.8% |