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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 | $79,256 | $183,516-56.8% | $155,534-49.0% | $145,884-45.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 12.05% | 61.43%-49.4pp | 64.92%-52.9pp | 551.85%-539.8pp |
| Employer contribution / active EE | $500 | $5,315-90.6% | $4,675-89.3% | $4,662-89.3% |
| Participant deferral / active EE | $2,655 | $6,467-58.9% | $5,630-52.8% | $6,690-60.3% |
| Admin fee / account holder | $6,508 | $19,293-66.3% | $15,900-59.1% | $13,392-51.4% |