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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 | $48,843 | $171,492-71.5% | $150,734-67.6% | $198,609-75.4% |
| Participation rate | 64.3% | 81.4%-17.1pp | 78.4%-14.2pp | 82.4%-18.1pp |
| Annual return | 33.80% | 804.70%-770.9pp | 600.81%-567.0pp | 202.70%-168.9pp |
| Employer contribution / active EE | $1,367 | $5,470-75.0% | $4,918-72.2% | $5,055-73.0% |
| Participant deferral / active EE | $3,399 | $6,259-45.7% | $5,610-39.4% | $6,977-51.3% |
| Admin fee / account holder | $6,563 | $17,628-62.8% | $14,905-56.0% | $19,030-65.5% |