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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 | $95,552 | $167,522-43.0% | $151,639-37.0% | $134,532-29.0% |
| Participation rate | 52.4% | 88.4%-36.0pp | 87.5%-35.1pp | 81.2%-28.8pp |
| Annual return | -16.14% | 7.81%-23.9pp | 3.34%-19.5pp | 418.27%-434.4pp |
| Employer contribution / active EE | $881 | $6,828-87.1% | $6,165-85.7% | $4,741-81.4% |
| Participant deferral / active EE | $5,458 | $8,986-39.3% | $8,363-34.7% | $6,401-14.7% |
| Admin fee / account holder | $2,258 | $13,780-83.6% | $11,613-80.6% | $11,429-80.2% |