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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 | $104,773 | $817,678-87.2% | $392,568-73.3% | $152,897-31.5% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.1%-15.6pp | 82.5%-20.0pp |
| Annual return | 18.38% | 22.84%-4.5pp | 24.42%-6.0pp | 345.43%-327.0pp |
| Employer contribution / active EE | $503 | $5,502-90.9% | $3,783-86.7% | $4,764-89.5% |
| Participant deferral / active EE | $3,300 | $8,398-60.7% | $5,985-44.9% | $5,851-43.6% |
| Admin fee / account holder | $320 | $12,095-97.4% | $6,260-94.9% | $11,599-97.2% |