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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 | $62,481 | $157,304-60.3% | $141,197-55.7% | $152,909-59.1% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 31.74% | 64.34%-32.6pp | 71.41%-39.7pp | 345.46%-313.7pp |
| Employer contribution / active EE | $646 | $5,263-87.7% | $4,736-86.4% | $4,764-86.4% |
| Participant deferral / active EE | $6,431 | $7,111-9.6% | $6,710-4.2% | $5,851+9.9% |
| Admin fee / account holder | $1,403 | $12,126-88.4% | $10,265-86.3% | $11,601-87.9% |