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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 | $69,888 | $160,040-56.3% | $147,096-52.5% | $145,877-52.1% |
| Participation rate | 16.7% | 84.0%-67.4pp | 82.2%-65.5pp | 80.3%-63.6pp |
| Annual return | 12.64% | 98.49%-85.9pp | 419.75%-407.1pp | 551.28%-538.6pp |
| Employer contribution / active EE | $507 | $5,289-90.4% | $4,936-89.7% | $4,663-89.1% |
| Participant deferral / active EE | $3,833 | $8,429-54.5% | $8,071-52.5% | $6,691-42.7% |
| Admin fee / account holder | $7,755 | $15,050-48.5% | $13,005-40.4% | $13,402-42.1% |