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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 | $72,323 | $166,131-56.5% | $164,975-56.2% | $145,877-50.4% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.6%-35.8pp | 80.3%-37.4pp |
| Annual return | 8.80% | 100.37%-91.6pp | 70.12%-61.3pp | 551.28%-542.5pp |
| Employer contribution / active EE | $1,119 | $5,276-78.8% | $4,343-74.2% | $4,663-76.0% |
| Participant deferral / active EE | $2,645 | $6,962-62.0% | $6,033-56.2% | $6,691-60.5% |
| Admin fee / account holder | $999 | $16,648-94.0% | $12,688-92.1% | $13,402-92.5% |