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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 | $87,743 | $129,737-32.4% | $119,126-26.3% | $154,746-43.3% |
| Participation rate | 63.6% | 78.9%-15.2pp | 75.8%-12.1pp | 80.7%-17.1pp |
| Annual return | 17.90% | 379.08%-361.2pp | 282.11%-264.2pp | 172.34%-154.4pp |
| Employer contribution / active EE | $626 | $4,375-85.7% | $4,034-84.5% | $4,379-85.7% |
| Participant deferral / active EE | $5,422 | $5,842-7.2% | $5,318+2.0% | $6,730-19.4% |
| Admin fee / account holder | $4,561 | $11,961-61.9% | $10,693-57.3% | $14,365-68.2% |