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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 | $93,345 | $133,998-30.3% | $112,263-16.9% | $134,545-30.6% |
| Participation rate | 58.3% | 78.6%-20.2pp | 75.1%-16.7pp | 81.2%-22.9pp |
| Annual return | 1.52% | 47.17%-45.7pp | 27.49%-26.0pp | 418.37%-416.8pp |
| Employer contribution / active EE | $505 | $4,040-87.5% | $3,636-86.1% | $4,742-89.3% |
| Participant deferral / active EE | $2,343 | $5,292-55.7% | $4,729-50.5% | $6,401-63.4% |
| Admin fee / account holder | $4,223 | $7,493-43.6% | $6,410-34.1% | $11,431-63.1% |