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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 | $69,494 | $115,814-40.0% | $101,275-31.4% | $158,982-56.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 12.32% | 56.16%-43.8pp | 46.48%-34.2pp | 302.99%-290.7pp |
| Employer contribution / active EE | $321 | $4,176-92.3% | $3,660-91.2% | $4,763-93.3% |
| Participant deferral / active EE | $1,496 | $4,958-69.8% | $4,371-65.8% | $5,983-75.0% |
| Admin fee / account holder | $4,016 | $7,249-44.6% | $5,948-32.5% | $11,252-64.3% |