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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 | $88,052 | $157,296-44.0% | $141,191-37.6% | $152,897-42.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 19.07% | 64.34%-45.3pp | 71.41%-52.3pp | 345.43%-326.4pp |
| Employer contribution / active EE | $798 | $5,262-84.8% | $4,736-83.2% | $4,764-83.3% |
| Participant deferral / active EE | $3,439 | $7,111-51.6% | $6,710-48.7% | $5,851-41.2% |
| Admin fee / account holder | $1,060 | $12,125-91.3% | $10,264-89.7% | $11,599-90.9% |