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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 | $62,179 | $134,817-53.9% | $123,973-49.8% | $155,188-59.9% |
| Participation rate | 54.2% | 79.4%-25.2pp | 76.7%-22.5pp | 80.8%-26.6pp |
| Annual return | 17.74% | 515.49%-497.8pp | 388.13%-370.4pp | 148.84%-131.1pp |
| Employer contribution / active EE | $683 | $4,425-84.6% | $4,126-83.5% | $4,248-83.9% |
| Participant deferral / active EE | $2,286 | $5,706-59.9% | $5,247-56.4% | $6,531-65.0% |
| Admin fee / account holder | $1,390 | $13,245-89.5% | $11,799-88.2% | $14,480-90.4% |