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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 | $70,471 | $157,276-55.2% | $141,177-50.1% | $152,885-53.9% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.5%-57.5pp |
| Annual return | 17.39% | 64.33%-46.9pp | 71.40%-54.0pp | 345.39%-328.0pp |
| Employer contribution / active EE | $738 | $5,262-86.0% | $4,736-84.4% | $4,763-84.5% |
| Participant deferral / active EE | $3,628 | $7,110-49.0% | $6,710-45.9% | $5,851-38.0% |
| Admin fee / account holder | $27,036 | $12,123+123.0% | $10,263+163.4% | $11,598+133.1% |