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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 | $134,817-44.6% | $123,973-39.8% | $155,188-51.9% |
| Participation rate | 27.3% | 79.4%-52.1pp | 76.7%-49.4pp | 80.8%-53.5pp |
| Annual return | 19.52% | 515.49%-496.0pp | 388.13%-368.6pp | 148.84%-129.3pp |
| Employer contribution / active EE | $835 | $4,425-81.1% | $4,126-79.8% | $4,248-80.3% |
| Participant deferral / active EE | $2,556 | $5,706-55.2% | $5,247-51.3% | $6,531-60.9% |
| Admin fee / account holder | $2,767 | $13,245-79.1% | $11,799-76.5% | $14,480-80.9% |