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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 | $79,500 | $110,410-28.0% | $102,437-22.4% | $145,897-45.5% |
| Participation rate | 53.8% | 77.9%-24.1pp | 74.5%-20.7pp | 80.3%-26.5pp |
| Annual return | 22.83% | 24.85%-2.0pp | 24.95%-2.1pp | 552.29%-529.5pp |
| Employer contribution / active EE | $29 | $4,217-99.3% | $3,871-99.2% | $4,663-99.4% |
| Participant deferral / active EE | $2,870 | $5,622-48.9% | $5,060-43.3% | $6,689-57.1% |
| Admin fee / account holder | $697 | $9,745-92.9% | $8,388-91.7% | $13,390-94.8% |