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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 | $49,953 | $118,708-57.9% | $98,920-49.5% | $158,982-68.6% |
| Participation rate | 44.4% | 77.8%-33.4pp | 76.0%-31.6pp | 82.0%-37.5pp |
| Annual return | 5.40% | 372.49%-367.1pp | 196.47%-191.1pp | 302.99%-297.6pp |
| Employer contribution / active EE | $305 | $3,334-90.8% | $2,689-88.6% | $4,763-93.6% |
| Participant deferral / active EE | $1,762 | $5,089-65.4% | $4,245-58.5% | $5,983-70.6% |
| Admin fee / account holder | $18,311 | $10,134+80.7% | $6,643+175.6% | $11,252+62.7% |