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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 | $43,399 | $176,786-75.5% | $146,643-70.4% | $167,536-74.1% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 13.59% | 24.04%-10.4pp | 22.75%-9.2pp | 478.82%-465.2pp |
| Employer contribution / active EE | $517 | $5,161-90.0% | $4,137-87.5% | $4,839-89.3% |
| Participant deferral / active EE | $4,917 | $6,440-23.7% | $5,506-10.7% | $6,342-22.5% |
| Admin fee / account holder | $1,139 | $13,262-91.4% | $10,280-88.9% | $12,315-90.7% |