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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 | $82,805 | $107,363-22.9% | $92,909-10.9% | $152,897-45.8% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.0%-31.6pp | 82.5%-38.0pp |
| Annual return | 16.13% | 145.63%-129.5pp | 109.44%-93.3pp | 345.43%-329.3pp |
| Employer contribution / active EE | $474 | $4,222-88.8% | $3,653-87.0% | $4,764-90.1% |
| Participant deferral / active EE | $5,167 | $4,848+6.6% | $4,238+21.9% | $5,851-11.7% |
| Admin fee / account holder | $9,959 | $7,082+40.6% | $5,795+71.8% | $11,599-14.1% |