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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 | $85,051 | $166,268-48.8% | $165,100-48.5% | $145,897-41.7% |
| Participation rate | 65.0% | 82.0%-17.0pp | 78.6%-13.6pp | 80.3%-15.3pp |
| Annual return | 9.51% | 100.52%-91.0pp | 70.21%-60.7pp | 552.29%-542.8pp |
| Employer contribution / active EE | $384 | $5,284-92.7% | $4,348-91.2% | $4,663-91.8% |
| Participant deferral / active EE | $4,233 | $6,964-39.2% | $6,035-29.9% | $6,689-36.7% |
| Admin fee / account holder | $12,584 | $16,659-24.5% | $12,696-0.9% | $13,390-6.0% |