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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 | $70,385 | $152,619-53.9% | $125,195-43.8% | $152,909-54.0% |
| Participation rate | 36.8% | 83.3%-46.5pp | 79.8%-42.9pp | 82.5%-45.6pp |
| Annual return | 23.70% | 54.85%-31.2pp | 43.79%-20.1pp | 345.46%-321.8pp |
| Employer contribution / active EE | $842 | $4,947-83.0% | $3,866-78.2% | $4,764-82.3% |
| Participant deferral / active EE | $3,008 | $5,869-48.7% | $4,937-39.1% | $5,851-48.6% |
| Admin fee / account holder | $488 | $13,437-96.4% | $9,704-95.0% | $11,601-95.8% |