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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 | $47,323 | $124,346-61.9% | $111,306-57.5% | $167,553-71.8% |
| Participation rate | 64.7% | 79.6%-14.9pp | 77.3%-12.6pp | 82.1%-17.4pp |
| Annual return | 12.82% | 37.46%-24.6pp | 54.67%-41.9pp | 478.89%-466.1pp |
| Employer contribution / active EE | $645 | $3,438-81.2% | $2,732-76.4% | $4,840-86.7% |
| Participant deferral / active EE | $1,872 | $5,182-63.9% | $4,488-58.3% | $6,343-70.5% |
| Admin fee / account holder | $10,421 | $10,623-1.9% | $7,966+30.8% | $12,316-15.4% |