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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 | $54,046 | $226,105-76.1% | $182,540-70.4% | $152,897-64.7% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.0%-44.6pp | 82.5%-49.1pp |
| Annual return | 10.22% | 192.58%-182.4pp | 148.58%-138.4pp | 345.43%-335.2pp |
| Employer contribution / active EE | $251 | $4,978-95.0% | $4,076-93.9% | $4,764-94.7% |
| Participant deferral / active EE | $2,506 | $6,370-60.7% | $5,525-54.6% | $5,851-57.2% |
| Admin fee / account holder | $4,175 | $10,706-61.0% | $8,593-51.4% | $11,599-64.0% |