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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 | $171,492-59.8% | $150,734-54.3% | $198,609-65.3% |
| Participation rate | 45.5% | 81.4%-36.0pp | 78.4%-33.0pp | 82.4%-36.9pp |
| Annual return | 16.47% | 804.70%-788.2pp | 600.81%-584.3pp | 202.70%-186.2pp |
| Employer contribution / active EE | $865 | $5,470-84.2% | $4,918-82.4% | $5,055-82.9% |
| Participant deferral / active EE | $5,427 | $6,259-13.3% | $5,610-3.3% | $6,977-22.2% |
| Admin fee / account holder | $942 | $17,628-94.7% | $14,905-93.7% | $19,030-95.0% |