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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 | $51,680 | $112,131-53.9% | $95,964-46.1% | $158,982-67.5% |
| Participation rate | 37.5% | 79.0%-41.5pp | 77.1%-39.6pp | 82.0%-44.5pp |
| Annual return | 14.99% | 171.19%-156.2pp | 91.64%-76.7pp | 302.99%-288.0pp |
| Employer contribution / active EE | $572 | $3,199-82.1% | $2,541-77.5% | $4,763-88.0% |
| Participant deferral / active EE | $1,530 | $4,784-68.0% | $4,167-63.3% | $5,983-74.4% |
| Admin fee / account holder | $529 | $10,136-94.8% | $6,797-92.2% | $11,252-95.3% |