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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 | $68,515 | $176,838-61.3% | $146,685-53.3% | $167,518-59.1% |
| Participation rate | 37.5% | 83.6%-46.1pp | 80.1%-42.6pp | 82.1%-44.6pp |
| Annual return | 13.49% | 24.04%-10.5pp | 22.75%-9.3pp | 478.71%-465.2pp |
| Employer contribution / active EE | $939 | $5,161-81.8% | $4,137-77.3% | $4,838-80.6% |
| Participant deferral / active EE | $2,849 | $6,441-55.8% | $5,507-48.3% | $6,342-55.1% |
| Admin fee / account holder | $7,140 | $13,262-46.2% | $10,281-30.6% | $12,312-42.0% |