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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 | $46,765 | $72,071-35.1% | $68,368-31.6% | $137,256-65.9% |
| Participation rate | 26.7% | 76.2%-49.6pp | 73.8%-47.1pp | 80.0%-53.3pp |
| Annual return | 17.58% | 353.14%-335.6pp | 292.57%-275.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $276 | $2,788-90.1% | $2,649-89.6% | $4,156-93.4% |
| Participant deferral / active EE | $2,422 | $4,410-45.1% | $4,123-41.3% | $6,407-62.2% |
| Admin fee / account holder | $312 | $5,336-94.2% | $5,150-93.9% | $12,270-97.5% |