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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 | $72,514 | $107,368-32.5% | $92,915-22.0% | $152,909-52.6% |
| Participation rate | 58.3% | 79.8%-21.5pp | 76.0%-17.7pp | 82.5%-24.1pp |
| Annual return | 25.55% | 145.64%-120.1pp | 109.45%-83.9pp | 345.46%-319.9pp |
| Employer contribution / active EE | $98 | $4,222-97.7% | $3,653-97.3% | $4,764-97.9% |
| Participant deferral / active EE | $2,142 | $4,848-55.8% | $4,238-49.4% | $5,851-63.4% |
| Admin fee / account holder | $11,574 | $7,082+63.4% | $5,796+99.7% | $11,601-0.2% |