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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 | $79,237 | $118,695-33.2% | $98,916-19.9% | $158,950-50.1% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 27.61% | 372.39%-344.8pp | 196.45%-168.8pp | 302.91%-275.3pp |
| Employer contribution / active EE | $258 | $3,333-92.3% | $2,689-90.4% | $4,762-94.6% |
| Participant deferral / active EE | $5,919 | $5,088+16.3% | $4,245+39.4% | $5,983-1.1% |
| Admin fee / account holder | $325 | $10,132-96.8% | $6,642-95.1% | $11,248-97.1% |