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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 | $47,118 | $110,379-57.3% | $102,412-54.0% | $145,884-67.7% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-18.9pp | 80.3%-24.7pp |
| Annual return | 13.27% | 24.84%-11.6pp | 24.94%-11.7pp | 551.85%-538.6pp |
| Employer contribution / active EE | $664 | $4,216-84.2% | $3,870-82.8% | $4,662-85.8% |
| Participant deferral / active EE | $2,862 | $5,622-49.1% | $5,060-43.4% | $6,690-57.2% |
| Admin fee / account holder | $8,507 | $9,745-12.7% | $8,388+1.4% | $13,392-36.5% |