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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 | $43,945 | $124,336-64.7% | $111,303-60.5% | $167,518-73.8% |
| Participation rate | 64.7% | 79.6%-14.9pp | 77.3%-12.6pp | 82.1%-17.4pp |
| Annual return | 10.94% | 37.45%-26.5pp | 54.66%-43.7pp | 478.71%-467.8pp |
| Employer contribution / active EE | $379 | $3,436-89.0% | $2,731-86.1% | $4,838-92.2% |
| Participant deferral / active EE | $3,243 | $5,181-37.4% | $4,487-27.7% | $6,342-48.9% |
| Admin fee / account holder | $10,666 | $10,623+0.4% | $7,966+33.9% | $12,312-13.4% |