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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 | $73,844 | $117,846-37.3% | $102,434-27.9% | $145,884-49.4% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 15.74% | 31.90%-16.2pp | 29.46%-13.7pp | 551.85%-536.1pp |
| Employer contribution / active EE | $839 | $3,615-76.8% | $3,023-72.3% | $4,662-82.0% |
| Participant deferral / active EE | $2,095 | $5,733-63.5% | $5,055-58.6% | $6,690-68.7% |
| Admin fee / account holder | $303 | $13,356-97.7% | $9,462-96.8% | $13,392-97.7% |