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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 | $71,091 | $166,131-57.2% | $164,975-56.9% | $145,877-51.3% |
| Participation rate | 52.6% | 82.0%-29.4pp | 78.6%-26.0pp | 80.3%-27.7pp |
| Annual return | 18.63% | 100.37%-81.7pp | 70.12%-51.5pp | 551.28%-532.7pp |
| Employer contribution / active EE | $645 | $5,276-87.8% | $4,343-85.1% | $4,663-86.2% |
| Participant deferral / active EE | $2,553 | $6,962-63.3% | $6,033-57.7% | $6,691-61.8% |
| Admin fee / account holder | $1,281 | $16,648-92.3% | $12,688-89.9% | $13,402-90.4% |