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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 | $60,421 | $138,114-56.3% | $125,391-51.8% | $134,545-55.1% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | 4.97% | 750.88%-745.9pp | 572.41%-567.4pp | 418.37%-413.4pp |
| Employer contribution / active EE | $508 | $5,246-90.3% | $4,816-89.5% | $4,742-89.3% |
| Participant deferral / active EE | $3,805 | $7,801-51.2% | $7,448-48.9% | $6,401-40.6% |
| Admin fee / account holder | $5,579 | $11,570-51.8% | $10,009-44.3% | $11,431-51.2% |