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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 | $54,320 | $124,425-56.3% | $112,040-51.5% | $137,256-60.4% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.5%-16.5pp | 80.0%-20.0pp |
| Annual return | 14.64% | 24.72%-10.1pp | 24.52%-9.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $631 | $3,411-81.5% | $2,954-78.6% | $4,156-84.8% |
| Participant deferral / active EE | $4,695 | $5,718-17.9% | $5,098-7.9% | $6,407-26.7% |
| Admin fee / account holder | $27,950 | $15,207+83.8% | $12,098+131.0% | $12,270+127.8% |