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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 | $57,779 | $95,406-39.4% | $185,849-68.9% | $85,847-32.7% |
| Participation rate | 47.4% | 68.8%-21.4pp | 81.7%-34.3pp | 69.3%-22.0pp |
| Annual return | 12.22% | 23.59%-11.4pp | 122.10%-109.9pp | 318.61%-306.4pp |
| Employer contribution / active EE | $180 | $3,314-94.6% | $5,169-96.5% | $2,565-93.0% |
| Participant deferral / active EE | $3,964 | $3,424+15.8% | $5,569-28.8% | $3,952+0.3% |
| Admin fee / account holder | $499 | $7,214-93.1% | $16,244-96.9% | $6,261-92.0% |