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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 | $55,763 | $157,829-64.7% | $136,867-59.3% | $198,609-71.9% |
| Participation rate | 16.7% | 77.2%-60.5pp | 74.5%-57.9pp | 82.4%-65.7pp |
| Annual return | 19.76% | 51.25%-31.5pp | 42.97%-23.2pp | 202.70%-182.9pp |
| Employer contribution / active EE | $268 | $3,923-93.2% | $3,547-92.4% | $5,055-94.7% |
| Participant deferral / active EE | $2,796 | $5,463-48.8% | $4,924-43.2% | $6,977-59.9% |
| Admin fee / account holder | $489 | $11,107-95.6% | $10,340-95.3% | $19,030-97.4% |