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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 | $46,003 | $168,636-72.7% | $147,618-68.8% | $125,388-63.3% |
| Participation rate | 54.5% | 88.8%-34.2pp | 84.6%-30.1pp | 83.2%-28.6pp |
| Annual return | -0.58% | 77.65%-78.2pp | 61.98%-62.6pp | 282.24%-282.8pp |
| Employer contribution / active EE | $989 | $6,252-84.2% | $5,565-82.2% | $4,866-79.7% |
| Participant deferral / active EE | $2,194 | $5,507-60.2% | $4,895-55.2% | $5,352-59.0% |
| Admin fee / account holder | $533 | $13,580-96.1% | $11,612-95.4% | $9,541-94.4% |