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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 | $166,268-48.0% | $165,100-47.6% | $145,897-40.7% |
| Participation rate | 57.9% | 82.0%-24.1pp | 78.6%-20.7pp | 80.3%-22.4pp |
| Annual return | 11.92% | 100.52%-88.6pp | 70.21%-58.3pp | 552.29%-540.4pp |
| Employer contribution / active EE | $432 | $5,284-91.8% | $4,348-90.1% | $4,663-90.7% |
| Participant deferral / active EE | $2,581 | $6,964-62.9% | $6,035-57.2% | $6,689-61.4% |
| Admin fee / account holder | $3,556 | $16,659-78.7% | $12,696-72.0% | $13,390-73.4% |