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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 | $65,066 | $175,231-62.9% | $149,696-56.5% | $139,466-53.3% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 14.34% | 166.77%-152.4pp | 134.46%-120.1pp | 373.66%-359.3pp |
| Employer contribution / active EE | $201 | $5,478-96.3% | $4,821-95.8% | $4,754-95.8% |
| Participant deferral / active EE | $4,680 | $6,521-28.2% | $5,682-17.6% | $6,712-30.3% |
| Admin fee / account holder | $8,675 | $16,155-46.3% | $13,212-34.3% | $11,409-24.0% |