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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 | $72,318 | $125,237-42.3% | $105,608-31.5% | $145,877-50.4% |
| Participation rate | 54.5% | 77.7%-23.1pp | 75.3%-20.7pp | 80.3%-25.8pp |
| Annual return | 29.56% | 225.76%-196.2pp | 116.50%-86.9pp | 551.28%-521.7pp |
| Employer contribution / active EE | $600 | $3,720-83.9% | $3,167-81.1% | $4,663-87.1% |
| Participant deferral / active EE | $1,796 | $5,711-68.5% | $5,010-64.1% | $6,691-73.1% |
| Admin fee / account holder | $6,141 | $17,287-64.5% | $11,028-44.3% | $13,402-54.2% |