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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 | $94,853 | $148,623-36.2% | $135,974-30.2% | $139,466-32.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 17.00% | 79.30%-62.3pp | 68.30%-51.3pp | 373.66%-356.7pp |
| Employer contribution / active EE | $764 | $5,246-85.4% | $4,859-84.3% | $4,754-83.9% |
| Participant deferral / active EE | $4,611 | $8,103-43.1% | $7,760-40.6% | $6,712-31.3% |
| Admin fee / account holder | $2,500 | $12,406-79.8% | $10,767-76.8% | $11,409-78.1% |