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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 | $60,939 | $157,304-61.3% | $141,197-56.8% | $152,909-60.1% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 21.56% | 64.34%-42.8pp | 71.41%-49.8pp | 345.46%-323.9pp |
| Employer contribution / active EE | $818 | $5,263-84.5% | $4,736-82.7% | $4,764-82.8% |
| Participant deferral / active EE | $4,004 | $7,111-43.7% | $6,710-40.3% | $5,851-31.6% |
| Admin fee / account holder | $2,827 | $12,126-76.7% | $10,265-72.5% | $11,601-75.6% |