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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 | $45,147 | $154,159-70.7% | $130,026-65.3% | $139,456-67.6% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.5%-41.0pp | 80.3%-42.8pp |
| Annual return | 20.92% | 32.50%-11.6pp | -137.26%+158.2pp | 373.45%-352.5pp |
| Employer contribution / active EE | $574 | $5,292-89.1% | $4,321-86.7% | $4,753-87.9% |
| Participant deferral / active EE | $3,124 | $6,710-53.4% | $5,821-46.3% | $6,711-53.5% |
| Admin fee / account holder | $4,344 | $14,001-69.0% | $10,608-59.1% | $11,407-61.9% |