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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 | $50,428 | $183,592-72.5% | $155,567-67.6% | $145,959-65.5% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 8.98% | 61.24%-52.3pp | 64.74%-55.8pp | 561.95%-553.0pp |
| Employer contribution / active EE | $337 | $5,315-93.7% | $4,674-92.8% | $4,661-92.8% |
| Participant deferral / active EE | $2,585 | $6,464-60.0% | $5,628-54.1% | $6,689-61.3% |
| Admin fee / account holder | $1,317 | $19,318-93.2% | $15,916-91.7% | $13,398-90.2% |