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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 | $63,250 | $114,119-44.6% | $107,187-41.0% | $138,895-54.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 20.41% | 273.21%-252.8pp | 204.55%-184.1pp | 145.39%-125.0pp |
| Employer contribution / active EE | $848 | $4,059-79.1% | $3,782-77.6% | $4,194-79.8% |
| Participant deferral / active EE | $1,695 | $5,538-69.4% | $5,096-66.7% | $6,396-73.5% |
| Admin fee / account holder | $662 | $10,024-93.4% | $9,162-92.8% | $12,562-94.7% |