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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 | $53,721 | $160,040-66.4% | $147,096-63.5% | $145,877-63.2% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 12.94% | 98.49%-85.6pp | 419.75%-406.8pp | 551.28%-538.3pp |
| Employer contribution / active EE | $396 | $5,289-92.5% | $4,936-92.0% | $4,663-91.5% |
| Participant deferral / active EE | $4,039 | $8,429-52.1% | $8,071-50.0% | $6,691-39.6% |
| Admin fee / account holder | $2,257 | $15,050-85.0% | $13,005-82.6% | $13,402-83.2% |