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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 | $79,013 | $166,131-52.4% | $164,975-52.1% | $145,877-45.8% |
| Participation rate | 58.8% | 82.0%-23.2pp | 78.6%-19.8pp | 80.3%-21.5pp |
| Annual return | 23.30% | 100.37%-77.1pp | 70.12%-46.8pp | 551.28%-528.0pp |
| Employer contribution / active EE | $1,096 | $5,276-79.2% | $4,343-74.8% | $4,663-76.5% |
| Participant deferral / active EE | $2,682 | $6,962-61.5% | $6,033-55.5% | $6,691-59.9% |
| Admin fee / account holder | $5,433 | $16,648-67.4% | $12,688-57.2% | $13,402-59.5% |