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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 | $65,352 | $127,790-48.9% | $106,554-38.7% | $167,553-61.0% |
| Participation rate | 44.4% | 78.3%-33.8pp | 76.1%-31.7pp | 82.1%-37.7pp |
| Annual return | 9.88% | 33.88%-24.0pp | 26.80%-16.9pp | 478.89%-469.0pp |
| Employer contribution / active EE | $315 | $3,427-90.8% | $2,819-88.8% | $4,840-93.5% |
| Participant deferral / active EE | $2,091 | $5,088-58.9% | $4,398-52.5% | $6,343-67.0% |
| Admin fee / account holder | $921 | $11,231-91.8% | $7,408-87.6% | $12,316-92.5% |