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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 | $58,073 | $109,411-46.9% | $89,435-35.1% | $158,982-63.5% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 13.52% | 345.68%-332.2pp | 245.55%-232.0pp | 302.99%-289.5pp |
| Employer contribution / active EE | $88 | $3,173-97.2% | $2,587-96.6% | $4,763-98.1% |
| Participant deferral / active EE | $3,195 | $4,600-30.5% | $3,890-17.9% | $5,983-46.6% |
| Admin fee / account holder | $493 | $6,159-92.0% | $4,884-89.9% | $11,252-95.6% |