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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 | $57,654 | $107,363-46.3% | $92,909-37.9% | $152,897-62.3% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.5%-39.6pp |
| Annual return | 22.35% | 145.63%-123.3pp | 109.44%-87.1pp | 345.43%-323.1pp |
| Employer contribution / active EE | $649 | $4,222-84.6% | $3,653-82.2% | $4,764-86.4% |
| Participant deferral / active EE | $1,706 | $4,848-64.8% | $4,238-59.7% | $5,851-70.8% |
| Admin fee / account holder | $593 | $7,082-91.6% | $5,795-89.8% | $11,599-94.9% |