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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 | $103,889 | $157,829-34.2% | $136,867-24.1% | $198,609-47.7% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 16.19% | 51.25%-35.1pp | 42.97%-26.8pp | 202.70%-186.5pp |
| Employer contribution / active EE | $76 | $3,923-98.1% | $3,547-97.9% | $5,055-98.5% |
| Participant deferral / active EE | $2,596 | $5,463-52.5% | $4,924-47.3% | $6,977-62.8% |
| Admin fee / account holder | $8,136 | $11,107-26.8% | $10,340-21.3% | $19,030-57.2% |