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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 | $53,615 | $99,079-45.9% | $78,002-31.3% | $273,972-80.4% |
| Participation rate | 59.1% | 78.6%-19.5pp | 75.5%-16.4pp | 83.0%-23.9pp |
| Annual return | 5.57% | 217.93%-212.4pp | 425.99%-420.4pp | 41.46%-35.9pp |
| Employer contribution / active EE | $361 | $3,308-89.1% | $2,470-85.4% | $4,869-92.6% |
| Participant deferral / active EE | $1,588 | $4,306-63.1% | $3,497-54.6% | $5,287-70.0% |
| Admin fee / account holder | $556 | $8,954-93.8% | $5,481-89.9% | $10,133-94.5% |