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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 | $55,599 | $107,363-48.2% | $92,909-40.2% | $152,897-63.6% |
| Participation rate | 37.5% | 79.8%-42.3pp | 76.0%-38.5pp | 82.5%-45.0pp |
| Annual return | 14.18% | 145.63%-131.4pp | 109.44%-95.3pp | 345.43%-331.2pp |
| Employer contribution / active EE | $405 | $4,222-90.4% | $3,653-88.9% | $4,764-91.5% |
| Participant deferral / active EE | $5,214 | $4,848+7.5% | $4,238+23.0% | $5,851-10.9% |
| Admin fee / account holder | $3,469 | $7,082-51.0% | $5,795-40.1% | $11,599-70.1% |