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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 | $63,424 | $160,028-60.4% | $147,080-56.9% | $145,884-56.5% |
| Participation rate | 46.7% | 84.0%-37.4pp | 82.2%-35.5pp | 80.3%-33.6pp |
| Annual return | 19.08% | 98.60%-79.5pp | 420.17%-401.1pp | 551.85%-532.8pp |
| Employer contribution / active EE | $674 | $5,286-87.2% | $4,933-86.3% | $4,662-85.5% |
| Participant deferral / active EE | $4,071 | $8,422-51.7% | $8,066-49.5% | $6,690-39.1% |
| Admin fee / account holder | $11,539 | $15,030-23.2% | $12,989-11.2% | $13,392-13.8% |