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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 | $72,285 | $183,539-60.6% | $155,556-53.5% | $145,897-50.5% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 19.54% | 61.31%-41.8pp | 64.84%-45.3pp | 552.29%-532.8pp |
| Employer contribution / active EE | $342 | $5,315-93.6% | $4,675-92.7% | $4,663-92.7% |
| Participant deferral / active EE | $2,766 | $6,467-57.2% | $5,631-50.9% | $6,689-58.6% |
| Admin fee / account holder | $8,240 | $19,275-57.3% | $15,885-48.1% | $13,390-38.5% |