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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 | $62,266 | $166,131-62.5% | $164,975-62.3% | $145,877-57.3% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 42.48% | 100.37%-57.9pp | 70.12%-27.6pp | 551.28%-508.8pp |
| Employer contribution / active EE | $316 | $5,276-94.0% | $4,343-92.7% | $4,663-93.2% |
| Participant deferral / active EE | $6,875 | $6,962-1.3% | $6,033+13.9% | $6,691+2.8% |
| Admin fee / account holder | $6,160 | $16,648-63.0% | $12,688-51.5% | $13,402-54.0% |