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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 | $55,489 | $172,111-67.8% | $150,298-63.1% | $137,256-59.6% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 15.12% | 69.37%-54.2pp | 62.79%-47.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $667 | $4,636-85.6% | $4,154-83.9% | $4,156-83.9% |
| Participant deferral / active EE | $4,159 | $6,166-32.5% | $5,453-23.7% | $6,407-35.1% |
| Admin fee / account holder | $10,647 | $16,471-35.4% | $14,116-24.6% | $12,270-13.2% |