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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 | $73,074 | $114,119-36.0% | $107,187-31.8% | $138,895-47.4% |
| Participation rate | 37.5% | 78.1%-40.6pp | 75.0%-37.5pp | 79.9%-42.4pp |
| Annual return | 14.71% | 273.21%-258.5pp | 204.55%-189.8pp | 145.39%-130.7pp |
| Employer contribution / active EE | $573 | $4,059-85.9% | $3,782-84.9% | $4,194-86.3% |
| Participant deferral / active EE | $9,362 | $5,538+69.0% | $5,096+83.7% | $6,396+46.4% |
| Admin fee / account holder | $15,105 | $10,024+50.7% | $9,162+64.9% | $12,562+20.2% |