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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 | $44,351 | $112,131-60.4% | $95,964-53.8% | $158,982-72.1% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 15.90% | 171.19%-155.3pp | 91.64%-75.7pp | 302.99%-287.1pp |
| Employer contribution / active EE | $422 | $3,199-86.8% | $2,541-83.4% | $4,763-91.1% |
| Participant deferral / active EE | $1,730 | $4,784-63.8% | $4,167-58.5% | $5,983-71.1% |
| Admin fee / account holder | $5,461 | $10,136-46.1% | $6,797-19.7% | $11,252-51.5% |