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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 | $37,180 | $112,131-66.8% | $95,964-61.3% | $158,982-76.6% |
| Participation rate | 63.6% | 79.0%-15.4pp | 77.1%-13.4pp | 82.0%-18.3pp |
| Annual return | 12.17% | 171.19%-159.0pp | 91.64%-79.5pp | 302.99%-290.8pp |
| Employer contribution / active EE | $351 | $3,199-89.0% | $2,541-86.2% | $4,763-92.6% |
| Participant deferral / active EE | $1,670 | $4,784-65.1% | $4,167-59.9% | $5,983-72.1% |
| Admin fee / account holder | $546 | $10,136-94.6% | $6,797-92.0% | $11,252-95.1% |