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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 | $55,648 | $132,634-58.0% | $115,768-51.9% | $137,256-59.5% |
| Participation rate | 64.3% | 77.9%-13.6pp | 74.4%-10.1pp | 80.0%-15.7pp |
| Annual return | 12.01% | 160.70%-148.7pp | 100.46%-88.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $293 | $3,360-91.3% | $2,940-90.0% | $4,156-92.9% |
| Participant deferral / active EE | $2,320 | $5,619-58.7% | $4,917-52.8% | $6,407-63.8% |
| Admin fee / account holder | $8,648 | $15,028-42.5% | $12,439-30.5% | $12,270-29.5% |