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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 | $68,906 | $129,737-46.9% | $119,126-42.2% | $154,746-55.5% |
| Participation rate | 45.5% | 78.9%-33.4pp | 75.8%-30.3pp | 80.7%-35.2pp |
| Annual return | 16.47% | 379.08%-362.6pp | 282.11%-265.6pp | 172.34%-155.9pp |
| Employer contribution / active EE | $865 | $4,375-80.2% | $4,034-78.5% | $4,379-80.2% |
| Participant deferral / active EE | $5,427 | $5,842-7.1% | $5,318+2.0% | $6,730-19.4% |
| Admin fee / account holder | $942 | $11,961-92.1% | $10,693-91.2% | $14,365-93.4% |