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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 | $55,023 | $111,830-50.8% | $93,696-41.3% | $145,884-62.3% |
| Participation rate | 9.5% | 74.2%-64.7pp | 68.7%-59.2pp | 80.3%-70.8pp |
| Annual return | 18.00% | 204.08%-186.1pp | 133.74%-115.7pp | 551.85%-533.8pp |
| Employer contribution / active EE | $282 | $3,093-90.9% | $2,422-88.3% | $4,662-93.9% |
| Participant deferral / active EE | $2,642 | $4,920-46.3% | $4,417-40.2% | $6,690-60.5% |
| Admin fee / account holder | $43,907 | $10,249+328.4% | $8,287+429.9% | $13,392+227.9% |