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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 | $42,359 | $118,708-64.3% | $98,920-57.2% | $158,966-73.4% |
| Participation rate | 45.5% | 77.8%-32.4pp | 76.0%-30.6pp | 82.0%-36.5pp |
| Annual return | 21.88% | 372.49%-350.6pp | 196.47%-174.6pp | 302.95%-281.1pp |
| Employer contribution / active EE | $386 | $3,334-88.4% | $2,689-85.6% | $4,762-91.9% |
| Participant deferral / active EE | $2,404 | $5,089-52.8% | $4,245-43.4% | $5,983-59.8% |
| Admin fee / account holder | $2,040 | $10,134-79.9% | $6,643-69.3% | $11,250-81.9% |