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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 | $86,997 | $211,288-58.8% | $178,540-51.3% | $145,884-40.4% |
| Participation rate | 37.5% | 80.8%-43.3pp | 77.1%-39.6pp | 80.3%-42.8pp |
| Annual return | 10.34% | 30.27%-19.9pp | 27.15%-16.8pp | 551.85%-541.5pp |
| Employer contribution / active EE | $533 | $4,574-88.3% | $3,953-86.5% | $4,662-88.6% |
| Participant deferral / active EE | $2,925 | $6,967-58.0% | $6,281-53.4% | $6,690-56.3% |
| Admin fee / account holder | $990 | $12,105-91.8% | $10,424-90.5% | $13,392-92.6% |