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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 | $59,232 | $125,190-52.7% | $105,624-43.9% | $145,897-59.4% |
| Participation rate | 33.3% | 77.6%-44.3pp | 75.3%-41.9pp | 80.3%-47.0pp |
| Annual return | 14.27% | 225.22%-210.9pp | 116.20%-101.9pp | 552.29%-538.0pp |
| Employer contribution / active EE | $515 | $3,720-86.2% | $3,168-83.8% | $4,663-89.0% |
| Participant deferral / active EE | $3,487 | $5,716-39.0% | $5,013-30.4% | $6,689-47.9% |
| Admin fee / account holder | $999 | $17,138-94.2% | $10,961-90.9% | $13,390-92.5% |