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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 | $76,261 | $114,119-33.2% | $107,187-28.9% | $138,895-45.1% |
| Participation rate | 33.3% | 78.1%-44.7pp | 75.0%-41.7pp | 79.9%-46.6pp |
| Annual return | 16.88% | 273.21%-256.3pp | 204.55%-187.7pp | 145.39%-128.5pp |
| Employer contribution / active EE | $327 | $4,059-92.0% | $3,782-91.4% | $4,194-92.2% |
| Participant deferral / active EE | $2,853 | $5,538-48.5% | $5,096-44.0% | $6,396-55.4% |
| Admin fee / account holder | $25,000 | $10,024+149.4% | $9,162+172.9% | $12,562+99.0% |