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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 | $61,058 | $144,130-57.6% | $117,861-48.2% | $147,586-58.6% |
| Participation rate | 16.7% | 83.4%-66.8pp | 79.7%-63.0pp | 82.8%-66.2pp |
| Annual return | 20.55% | 531.20%-510.6pp | 335.11%-314.6pp | 578.59%-558.0pp |
| Employer contribution / active EE | $713 | $4,897-85.4% | $3,786-81.2% | $4,876-85.4% |
| Participant deferral / active EE | $6,046 | $5,316+13.7% | $4,482+34.9% | $5,439+11.2% |
| Admin fee / account holder | $1,845 | $10,887-83.1% | $8,021-77.0% | $10,886-83.1% |