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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 | $84,818 | $124,330-31.8% | $109,173-22.3% | $167,536-49.4% |
| Participation rate | 10.0% | 79.5%-69.5pp | 75.9%-65.9pp | 82.1%-72.1pp |
| Annual return | 19.53% | 26.04%-6.5pp | 25.75%-6.2pp | 478.82%-459.3pp |
| Employer contribution / active EE | $510 | $4,209-87.9% | $3,723-86.3% | $4,839-89.5% |
| Participant deferral / active EE | $1,862 | $5,256-64.6% | $4,654-60.0% | $6,342-70.6% |
| Admin fee / account holder | $694 | $7,974-91.3% | $6,755-89.7% | $12,315-94.4% |