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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 | $48,535 | $166,242-70.8% | $165,071-70.6% | $145,884-66.7% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 27.21% | 100.44%-73.2pp | 70.17%-43.0pp | 551.85%-524.6pp |
| Employer contribution / active EE | $480 | $5,283-90.9% | $4,347-89.0% | $4,662-89.7% |
| Participant deferral / active EE | $6,018 | $6,964-13.6% | $6,035-0.3% | $6,690-10.0% |
| Admin fee / account holder | $401 | $16,658-97.6% | $12,695-96.8% | $13,392-97.0% |