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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 | $55,400 | $81,208-31.8% | $98,916-44.0% | $79,858-30.6% |
| Participation rate | 53.1% | 72.5%-19.4pp | 76.0%-22.9pp | 69.6%-16.5pp |
| Annual return | 16.53% | 60.99%-44.5pp | 196.45%-179.9pp | 31.72%-15.2pp |
| Employer contribution / active EE | $178 | $1,960-90.9% | $2,689-93.4% | $2,471-92.8% |
| Participant deferral / active EE | $2,072 | $3,265-36.5% | $4,245-51.2% | $3,740-44.6% |
| Admin fee / account holder | $1,465 | $6,013-75.6% | $6,642-78.0% | $5,306-72.4% |