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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 | $45,971 | $112,935-59.3% | $90,970-49.5% | $158,966-71.1% |
| Participation rate | 43.8% | 74.7%-31.0pp | 69.0%-25.3pp | 82.0%-38.2pp |
| Annual return | 5.46% | 215.79%-210.3pp | 134.58%-129.1pp | 302.95%-297.5pp |
| Employer contribution / active EE | $173 | $2,895-94.0% | $2,122-91.9% | $4,762-96.4% |
| Participant deferral / active EE | $2,243 | $4,129-45.7% | $3,373-33.5% | $5,983-62.5% |
| Admin fee / account holder | $858 | $8,045-89.3% | $5,960-85.6% | $11,250-92.4% |