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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 | $46,034 | $162,821-71.7% | $133,978-65.6% | $158,982-71.0% |
| Participation rate | 69.2% | 83.2%-14.0pp | 79.8%-10.6pp | 82.0%-12.7pp |
| Annual return | 6.83% | 41.95%-35.1pp | 45.10%-38.3pp | 302.99%-296.2pp |
| Employer contribution / active EE | $356 | $4,976-92.8% | $3,919-90.9% | $4,763-92.5% |
| Participant deferral / active EE | $4,121 | $5,910-30.3% | $5,047-18.4% | $5,983-31.1% |
| Admin fee / account holder | $58,960 | $11,742+402.1% | $8,930+560.2% | $11,252+424.0% |