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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 | $73,455 | $78,670-6.6% | $109,173-32.7% | $85,847-14.4% |
| Participation rate | 25.0% | 68.3%-43.3pp | 75.9%-50.9pp | 69.3%-44.3pp |
| Annual return | 20.74% | 25.09%-4.4pp | 25.75%-5.0pp | 318.61%-297.9pp |
| Employer contribution / active EE | $430 | $2,734-84.3% | $3,723-88.4% | $2,565-83.2% |
| Participant deferral / active EE | $1,785 | $3,467-48.5% | $4,654-61.6% | $3,952-54.8% |
| Admin fee / account holder | $2,513 | $5,469-54.0% | $6,755-62.8% | $6,261-59.9% |