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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 | $86,489 | $166,020-47.9% | $164,866-47.5% | $145,959-40.7% |
| Participation rate | 57.9% | 82.0%-24.1pp | 78.6%-20.7pp | 80.3%-22.4pp |
| Annual return | 11.92% | 100.08%-88.2pp | 69.97%-58.0pp | 561.95%-550.0pp |
| Employer contribution / active EE | $432 | $5,275-91.8% | $4,343-90.0% | $4,661-90.7% |
| Participant deferral / active EE | $2,581 | $6,961-62.9% | $6,033-57.2% | $6,689-61.4% |
| Admin fee / account holder | $3,556 | $16,644-78.6% | $12,689-72.0% | $13,398-73.5% |