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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 | $63,450 | $118,708-46.5% | $98,920-35.9% | $158,966-60.1% |
| Participation rate | 30.8% | 77.8%-47.1pp | 76.0%-45.3pp | 82.0%-51.2pp |
| Annual return | 13.46% | 372.49%-359.0pp | 196.47%-183.0pp | 302.95%-289.5pp |
| Employer contribution / active EE | $497 | $3,334-85.1% | $2,689-81.5% | $4,762-89.6% |
| Participant deferral / active EE | $1,985 | $5,089-61.0% | $4,245-53.2% | $5,983-66.8% |
| Admin fee / account holder | $332 | $10,134-96.7% | $6,643-95.0% | $11,250-97.1% |