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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 | $72,047 | $183,516-60.7% | $155,534-53.7% | $145,884-50.6% |
| Participation rate | 47.4% | 82.7%-35.3pp | 78.2%-30.8pp | 80.3%-32.9pp |
| Annual return | 12.06% | 61.43%-49.4pp | 64.92%-52.9pp | 551.85%-539.8pp |
| Employer contribution / active EE | $853 | $5,315-83.9% | $4,675-81.7% | $4,662-81.7% |
| Participant deferral / active EE | $2,644 | $6,467-59.1% | $5,630-53.0% | $6,690-60.5% |
| Admin fee / account holder | $4,644 | $19,293-75.9% | $15,900-70.8% | $13,392-65.3% |