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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 | $73,273 | $106,905-31.5% | $84,020-12.8% | $152,885-52.1% |
| Participation rate | 44.4% | 75.2%-30.8pp | 69.0%-24.6pp | 82.5%-38.0pp |
| Annual return | 25.37% | 105.00%-79.6pp | 71.31%-45.9pp | 345.39%-320.0pp |
| Employer contribution / active EE | $144 | $2,735-94.7% | $1,984-92.8% | $4,763-97.0% |
| Participant deferral / active EE | $2,009 | $4,012-49.9% | $3,239-38.0% | $5,851-65.7% |
| Admin fee / account holder | $2,006 | $8,287-75.8% | $6,101-67.1% | $11,598-82.7% |