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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 | $67,918 | $98,240-30.9% | $82,312-17.5% | $147,586-54.0% |
| Participation rate | 25.0% | 79.7%-54.7pp | 76.9%-51.9pp | 82.8%-57.8pp |
| Annual return | 9.54% | 30.85%-21.3pp | 25.88%-16.3pp | 578.59%-569.1pp |
| Employer contribution / active EE | $157 | $3,192-95.1% | $2,428-93.5% | $4,876-96.8% |
| Participant deferral / active EE | $2,615 | $4,383-40.3% | $3,706-29.4% | $5,439-51.9% |
| Admin fee / account holder | $377 | $8,563-95.6% | $5,608-93.3% | $10,886-96.5% |