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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 | $80,726 | $152,592-47.1% | $125,180-35.5% | $152,885-47.2% |
| Participation rate | 40.0% | 83.3%-43.3pp | 79.8%-39.8pp | 82.5%-42.5pp |
| Annual return | 20.57% | 54.84%-34.3pp | 43.79%-23.2pp | 345.39%-324.8pp |
| Employer contribution / active EE | $935 | $4,947-81.1% | $3,866-75.8% | $4,763-80.4% |
| Participant deferral / active EE | $3,224 | $5,868-45.1% | $4,937-34.7% | $5,851-44.9% |
| Admin fee / account holder | $2,988 | $13,435-77.8% | $9,703-69.2% | $11,598-74.2% |