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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 | $67,036 | $165,381-59.5% | $149,730-55.2% | $158,966-57.8% |
| Participation rate | 44.4% | 84.6%-40.1pp | 82.5%-38.0pp | 82.0%-37.5pp |
| Annual return | 8.72% | 348.29%-339.6pp | 276.70%-268.0pp | 302.95%-294.2pp |
| Employer contribution / active EE | $282 | $5,104-94.5% | $4,645-93.9% | $4,762-94.1% |
| Participant deferral / active EE | $2,922 | $7,182-59.3% | $6,843-57.3% | $5,983-51.2% |
| Admin fee / account holder | $9,133 | $10,809-15.5% | $9,310-1.9% | $11,250-18.8% |