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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 | $57,397 | $152,612-62.4% | $125,192-54.2% | $152,897-62.5% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.5%-22.5pp |
| Annual return | 21.90% | 54.85%-32.9pp | 43.79%-21.9pp | 345.43%-323.5pp |
| Employer contribution / active EE | $266 | $4,947-94.6% | $3,866-93.1% | $4,764-94.4% |
| Participant deferral / active EE | $2,662 | $5,868-54.6% | $4,937-46.1% | $5,851-54.5% |
| Admin fee / account holder | $5,270 | $13,437-60.8% | $9,704-45.7% | $11,599-54.6% |