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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 | $74,634 | $129,737-42.5% | $119,126-37.3% | $154,746-51.8% |
| Participation rate | 27.3% | 78.9%-51.6pp | 75.8%-48.5pp | 80.7%-53.4pp |
| Annual return | 19.52% | 379.08%-359.6pp | 282.11%-262.6pp | 172.34%-152.8pp |
| Employer contribution / active EE | $835 | $4,375-80.9% | $4,034-79.3% | $4,379-80.9% |
| Participant deferral / active EE | $2,556 | $5,842-56.3% | $5,318-51.9% | $6,730-62.0% |
| Admin fee / account holder | $2,767 | $11,961-76.9% | $10,693-74.1% | $14,365-80.7% |