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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 | $70,274 | $102,938-31.7% | $94,105-25.3% | $138,895-49.4% |
| Participation rate | 29.2% | 74.6%-45.5pp | 71.9%-42.8pp | 79.9%-50.8pp |
| Annual return | 18.80% | 250.28%-231.5pp | 204.55%-185.8pp | 145.39%-126.6pp |
| Employer contribution / active EE | $201 | $2,732-92.7% | $2,504-92.0% | $4,194-95.2% |
| Participant deferral / active EE | $2,250 | $4,196-46.4% | $3,881-42.0% | $6,396-64.8% |
| Admin fee / account holder | $1,481 | $6,600-77.6% | $6,199-76.1% | $12,562-88.2% |