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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 | $86,666 | $124,330-30.3% | $109,173-20.6% | $167,536-48.3% |
| Participation rate | 40.9% | 79.5%-38.5pp | 75.9%-35.0pp | 82.1%-41.2pp |
| Annual return | 15.89% | 26.04%-10.2pp | 25.75%-9.9pp | 478.82%-462.9pp |
| Employer contribution / active EE | $750 | $4,209-82.2% | $3,723-79.9% | $4,839-84.5% |
| Participant deferral / active EE | $1,570 | $5,256-70.1% | $4,654-66.3% | $6,342-75.3% |
| Admin fee / account holder | $2,852 | $7,974-64.2% | $6,755-57.8% | $12,315-76.8% |