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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 | $80,867 | $157,304-48.6% | $141,197-42.7% | $152,909-47.1% |
| Participation rate | 64.3% | 84.8%-20.5pp | 82.5%-18.2pp | 82.5%-18.2pp |
| Annual return | 21.40% | 64.34%-42.9pp | 71.41%-50.0pp | 345.46%-324.1pp |
| Employer contribution / active EE | $698 | $5,263-86.7% | $4,736-85.3% | $4,764-85.4% |
| Participant deferral / active EE | $2,791 | $7,111-60.7% | $6,710-58.4% | $5,851-52.3% |
| Admin fee / account holder | $4,727 | $12,126-61.0% | $10,265-54.0% | $11,601-59.3% |