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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 | $71,481 | $129,737-44.9% | $119,126-40.0% | $154,746-53.8% |
| Participation rate | 26.7% | 78.9%-52.2pp | 75.8%-49.1pp | 80.7%-54.0pp |
| Annual return | 17.11% | 379.08%-362.0pp | 282.11%-265.0pp | 172.34%-155.2pp |
| Employer contribution / active EE | $874 | $4,375-80.0% | $4,034-78.3% | $4,379-80.0% |
| Participant deferral / active EE | $2,192 | $5,842-62.5% | $5,318-58.8% | $6,730-67.4% |
| Admin fee / account holder | $2,584 | $11,961-78.4% | $10,693-75.8% | $14,365-82.0% |