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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 | $71,016 | $116,203-38.9% | $93,621-24.1% | $152,897-53.6% |
| Participation rate | 15.8% | 78.1%-62.3pp | 75.8%-60.0pp | 82.5%-66.7pp |
| Annual return | 27.44% | 35.96%-8.5pp | 32.76%-5.3pp | 345.43%-318.0pp |
| Employer contribution / active EE | $457 | $3,219-85.8% | $2,719-83.2% | $4,764-90.4% |
| Participant deferral / active EE | $1,348 | $4,605-70.7% | $4,070-66.9% | $5,851-77.0% |
| Admin fee / account holder | $1,708 | $10,751-84.1% | $7,890-78.4% | $11,599-85.3% |