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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 | $90,021 | $134,817-33.2% | $123,973-27.4% | $155,188-42.0% |
| Participation rate | 47.1% | 79.4%-32.3pp | 76.7%-29.6pp | 80.8%-33.7pp |
| Annual return | 9.05% | 515.49%-506.4pp | 388.13%-379.1pp | 148.84%-139.8pp |
| Employer contribution / active EE | $851 | $4,425-80.8% | $4,126-79.4% | $4,248-80.0% |
| Participant deferral / active EE | $2,202 | $5,706-61.4% | $5,247-58.0% | $6,531-66.3% |
| Admin fee / account holder | $4,946 | $13,245-62.7% | $11,799-58.1% | $14,480-65.8% |