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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 | $125,190-42.2% | $105,624-31.5% | $145,897-50.4% |
| Participation rate | 54.5% | 77.6%-23.1pp | 75.3%-20.7pp | 80.3%-25.8pp |
| Annual return | 29.56% | 225.22%-195.7pp | 116.20%-86.6pp | 552.29%-522.7pp |
| Employer contribution / active EE | $600 | $3,720-83.9% | $3,168-81.1% | $4,663-87.1% |
| Participant deferral / active EE | $1,796 | $5,716-68.6% | $5,013-64.2% | $6,689-73.1% |
| Admin fee / account holder | $6,141 | $17,138-64.2% | $10,961-44.0% | $13,390-54.1% |