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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 | $74,281 | $144,130-48.5% | $117,860-37.0% | $147,585-49.7% |
| Participation rate | 55.0% | 83.4%-28.4pp | 79.7%-24.7pp | 82.8%-27.8pp |
| Annual return | 21.44% | 531.20%-509.8pp | 335.10%-313.7pp | 578.58%-557.1pp |
| Employer contribution / active EE | $587 | $4,897-88.0% | $3,786-84.5% | $4,876-88.0% |
| Participant deferral / active EE | $1,859 | $5,316-65.0% | $4,482-58.5% | $5,439-65.8% |
| Admin fee / account holder | $4,471 | $10,887-58.9% | $8,021-44.3% | $10,886-58.9% |