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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 | $57,960 | $166,131-65.1% | $164,975-64.9% | $145,877-60.3% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.6%-9.9pp | 80.3%-11.6pp |
| Annual return | 10.82% | 100.37%-89.5pp | 70.12%-59.3pp | 551.28%-540.5pp |
| Employer contribution / active EE | $938 | $5,276-82.2% | $4,343-78.4% | $4,663-79.9% |
| Participant deferral / active EE | $2,082 | $6,962-70.1% | $6,033-65.5% | $6,691-68.9% |
| Admin fee / account holder | $6,879 | $16,648-58.7% | $12,688-45.8% | $13,402-48.7% |