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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 | $86,863 | $107,363-19.1% | $92,909-6.5% | $152,897-43.2% |
| Participation rate | 54.5% | 79.8%-25.2pp | 76.0%-21.5pp | 82.5%-27.9pp |
| Annual return | 22.44% | 145.63%-123.2pp | 109.44%-87.0pp | 345.43%-323.0pp |
| Employer contribution / active EE | $384 | $4,222-90.9% | $3,653-89.5% | $4,764-91.9% |
| Participant deferral / active EE | $2,055 | $4,848-57.6% | $4,238-51.5% | $5,851-64.9% |
| Admin fee / account holder | $14,534 | $7,082+105.2% | $5,795+150.8% | $11,599+25.3% |