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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 | $91,572 | $157,276-41.8% | $141,177-35.1% | $152,885-40.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 18.39% | 64.33%-45.9pp | 71.40%-53.0pp | 345.39%-327.0pp |
| Employer contribution / active EE | $880 | $5,262-83.3% | $4,736-81.4% | $4,763-81.5% |
| Participant deferral / active EE | $5,475 | $7,110-23.0% | $6,710-18.4% | $5,851-6.4% |
| Admin fee / account holder | $2,516 | $12,123-79.2% | $10,263-75.5% | $11,598-78.3% |