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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 | $75,924 | $227,597-66.6% | $189,575-60.0% | $167,536-54.7% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 15.69% | 78.44%-62.8pp | 64.19%-48.5pp | 478.82%-463.1pp |
| Employer contribution / active EE | $61 | $5,316-98.9% | $4,412-98.6% | $4,839-98.7% |
| Participant deferral / active EE | $1,625 | $7,002-76.8% | $6,174-73.7% | $6,342-74.4% |
| Admin fee / account holder | $1,024 | $11,877-91.4% | $9,806-89.6% | $12,315-91.7% |