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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 | $54,248 | $124,346-56.4% | $111,306-51.3% | $167,553-67.6% |
| Participation rate | 44.4% | 79.6%-35.2pp | 77.3%-32.9pp | 82.1%-37.7pp |
| Annual return | 9.74% | 37.46%-27.7pp | 54.67%-44.9pp | 478.89%-469.2pp |
| Employer contribution / active EE | $559 | $3,438-83.7% | $2,732-79.5% | $4,840-88.5% |
| Participant deferral / active EE | $2,227 | $5,182-57.0% | $4,488-50.4% | $6,343-64.9% |
| Admin fee / account holder | $13,005 | $10,623+22.4% | $7,966+63.3% | $12,316+5.6% |