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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 | $64,831 | $150,346-56.9% | $120,524-46.2% | $145,877-55.6% |
| Participation rate | 30.8% | 78.8%-48.0pp | 71.9%-41.2pp | 80.3%-49.5pp |
| Annual return | 9.77% | 154.40%-144.6pp | 107.36%-97.6pp | 551.28%-541.5pp |
| Employer contribution / active EE | $758 | $4,353-82.6% | $3,469-78.1% | $4,663-83.7% |
| Participant deferral / active EE | $2,275 | $6,172-63.1% | $4,994-54.4% | $6,691-66.0% |
| Admin fee / account holder | $1,520 | $12,215-87.6% | $9,440-83.9% | $13,402-88.7% |