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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 | $45,540 | $112,935-59.7% | $90,970-49.9% | $158,966-71.4% |
| Participation rate | 20.8% | 74.7%-53.9pp | 69.0%-48.2pp | 82.0%-61.1pp |
| Annual return | 10.60% | 215.79%-205.2pp | 134.58%-124.0pp | 302.95%-292.3pp |
| Employer contribution / active EE | $216 | $2,895-92.5% | $2,122-89.8% | $4,762-95.5% |
| Participant deferral / active EE | $1,170 | $4,129-71.7% | $3,373-65.3% | $5,983-80.4% |
| Admin fee / account holder | $77,541 | $8,045+863.8% | $5,960+1201.0% | $11,250+589.3% |