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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 | $70,628 | $166,242-57.5% | $165,071-57.2% | $145,884-51.6% |
| Participation rate | 27.8% | 82.0%-54.2pp | 78.6%-50.8pp | 80.3%-52.5pp |
| Annual return | 10.86% | 100.44%-89.6pp | 70.17%-59.3pp | 551.85%-541.0pp |
| Employer contribution / active EE | $755 | $5,283-85.7% | $4,347-82.6% | $4,662-83.8% |
| Participant deferral / active EE | $3,262 | $6,964-53.2% | $6,035-45.9% | $6,690-51.2% |
| Admin fee / account holder | $1,201 | $16,658-92.8% | $12,695-90.5% | $13,392-91.0% |