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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 | $71,416 | $157,304-54.6% | $141,197-49.4% | $152,909-53.3% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.5%-57.5pp |
| Annual return | 18.60% | 64.34%-45.7pp | 71.41%-52.8pp | 345.46%-326.9pp |
| Employer contribution / active EE | $871 | $5,263-83.4% | $4,736-81.6% | $4,764-81.7% |
| Participant deferral / active EE | $3,890 | $7,111-45.3% | $6,710-42.0% | $5,851-33.5% |
| Admin fee / account holder | $3,469 | $12,126-71.4% | $10,265-66.2% | $11,601-70.1% |