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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 | $94,573 | $152,619-38.0% | $125,195-24.5% | $152,909-38.2% |
| Participation rate | 58.8% | 83.3%-24.5pp | 79.8%-21.0pp | 82.5%-23.6pp |
| Annual return | 17.80% | 54.85%-37.0pp | 43.79%-26.0pp | 345.46%-327.7pp |
| Employer contribution / active EE | $354 | $4,947-92.8% | $3,866-90.8% | $4,764-92.6% |
| Participant deferral / active EE | $1,967 | $5,869-66.5% | $4,937-60.2% | $5,851-66.4% |
| Admin fee / account holder | $14,298 | $13,437+6.4% | $9,704+47.3% | $11,601+23.3% |