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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 | $52,305 | $160,070-67.3% | $147,117-64.4% | $145,897-64.1% |
| Participation rate | 47.4% | 84.0%-36.7pp | 82.2%-34.8pp | 80.3%-32.9pp |
| Annual return | 11.92% | 98.69%-86.8pp | 420.54%-408.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $724 | $5,285-86.3% | $4,932-85.3% | $4,663-84.5% |
| Participant deferral / active EE | $4,093 | $8,419-51.4% | $8,065-49.3% | $6,689-38.8% |
| Admin fee / account holder | $3,133 | $15,035-79.2% | $12,993-75.9% | $13,390-76.6% |