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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 | $72,826 | $139,948-48.0% | $121,663-40.1% | $154,746-52.9% |
| Participation rate | 52.6% | 78.0%-25.4pp | 74.5%-21.9pp | 80.7%-28.1pp |
| Annual return | 14.07% | 230.52%-216.4pp | 147.54%-133.5pp | 172.34%-158.3pp |
| Employer contribution / active EE | $469 | $3,521-86.7% | $3,020-84.5% | $4,379-89.3% |
| Participant deferral / active EE | $4,183 | $5,629-25.7% | $4,887-14.4% | $6,730-37.8% |
| Admin fee / account holder | $1,015 | $17,321-94.1% | $14,289-92.9% | $14,365-92.9% |