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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 | $85,640 | $166,131-48.5% | $164,975-48.1% | $145,877-41.3% |
| Participation rate | 10.0% | 82.0%-72.0pp | 78.6%-68.6pp | 80.3%-70.3pp |
| Annual return | 16.02% | 100.37%-84.3pp | 70.12%-54.1pp | 551.28%-535.3pp |
| Employer contribution / active EE | $389 | $5,276-92.6% | $4,343-91.0% | $4,663-91.7% |
| Participant deferral / active EE | $2,439 | $6,962-65.0% | $6,033-59.6% | $6,691-63.5% |
| Admin fee / account holder | $1,421 | $16,648-91.5% | $12,688-88.8% | $13,402-89.4% |