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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 | $66,983 | $154,228-56.6% | $145,433-53.9% | $137,256-51.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 18.19% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $272 | $4,804-94.3% | $4,554-94.0% | $4,156-93.4% |
| Participant deferral / active EE | $3,964 | $8,216-51.8% | $7,897-49.8% | $6,407-38.1% |
| Admin fee / account holder | $2,346 | $14,344-83.6% | $13,129-82.1% | $12,270-80.9% |