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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 | $83,019 | $183,539-54.8% | $155,556-46.6% | $145,897-43.1% |
| Participation rate | 42.9% | 82.7%-39.9pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 13.67% | 61.31%-47.6pp | 64.84%-51.2pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,030 | $5,315-80.6% | $4,675-78.0% | $4,663-77.9% |
| Participant deferral / active EE | $3,111 | $6,467-51.9% | $5,631-44.7% | $6,689-53.5% |
| Admin fee / account holder | $4,873 | $19,275-74.7% | $15,885-69.3% | $13,390-63.6% |