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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 | $61,625 | $129,737-52.5% | $119,126-48.3% | $154,746-60.2% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 13.82% | 379.08%-365.3pp | 282.11%-268.3pp | 172.34%-158.5pp |
| Employer contribution / active EE | $942 | $4,375-78.5% | $4,034-76.6% | $4,379-78.5% |
| Participant deferral / active EE | $4,531 | $5,842-22.4% | $5,318-14.8% | $6,730-32.7% |
| Admin fee / account holder | $1,262 | $11,961-89.5% | $10,693-88.2% | $14,365-91.2% |