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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 | $84,633 | $141,004-40.0% | $112,273-24.6% | $139,466-39.3% |
| Participation rate | 12.5% | 79.2%-66.7pp | 72.4%-59.9pp | 80.3%-67.8pp |
| Annual return | 17.68% | 32.75%-15.1pp | 30.23%-12.5pp | 373.66%-356.0pp |
| Employer contribution / active EE | $536 | $4,285-87.5% | $3,431-84.4% | $4,754-88.7% |
| Participant deferral / active EE | $2,021 | $5,878-65.6% | $4,800-57.9% | $6,712-69.9% |
| Admin fee / account holder | $738 | $9,959-92.6% | $7,752-90.5% | $11,409-93.5% |