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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 | $74,700 | $129,737-42.4% | $119,126-37.3% | $154,746-51.7% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 15.64% | 379.08%-363.4pp | 282.11%-266.5pp | 172.34%-156.7pp |
| Employer contribution / active EE | $338 | $4,375-92.3% | $4,034-91.6% | $4,379-92.3% |
| Participant deferral / active EE | $5,132 | $5,842-12.2% | $5,318-3.5% | $6,730-23.7% |
| Admin fee / account holder | $697 | $11,961-94.2% | $10,693-93.5% | $14,365-95.1% |