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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 | $72,494 | $125,193-42.1% | $105,591-31.3% | $145,978-50.3% |
| Participation rate | 20.0% | 77.6%-57.6pp | 75.3%-55.3pp | 80.3%-60.3pp |
| Annual return | 13.84% | 225.53%-211.7pp | 116.43%-102.6pp | 550.52%-536.7pp |
| Employer contribution / active EE | $461 | $3,718-87.6% | $3,166-85.4% | $4,662-90.1% |
| Participant deferral / active EE | $2,765 | $5,708-51.6% | $5,008-44.8% | $6,690-58.7% |
| Admin fee / account holder | $527 | $17,277-96.9% | $11,024-95.2% | $13,400-96.1% |