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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 | $51,487 | $183,592-72.0% | $155,574-66.9% | $145,877-64.7% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 11.54% | 61.37%-49.8pp | 64.87%-53.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $970 | $5,317-81.8% | $4,676-79.3% | $4,663-79.2% |
| Participant deferral / active EE | $2,270 | $6,466-64.9% | $5,629-59.7% | $6,691-66.1% |
| Admin fee / account holder | $2,761 | $19,316-85.7% | $15,914-82.6% | $13,402-79.4% |