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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 | $58,113 | $112,099-48.2% | $95,954-39.4% | $158,931-63.4% |
| Participation rate | 45.5% | 79.0%-33.5pp | 77.1%-31.6pp | 82.0%-36.5pp |
| Annual return | 12.31% | 171.12%-158.8pp | 91.62%-79.3pp | 302.86%-290.6pp |
| Employer contribution / active EE | $392 | $3,198-87.7% | $2,541-84.6% | $4,761-91.8% |
| Participant deferral / active EE | $2,281 | $4,784-52.3% | $4,167-45.3% | $5,982-61.9% |
| Admin fee / account holder | $1,236 | $10,132-87.8% | $6,796-81.8% | $11,247-89.0% |