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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 | $49,766 | $154,159-67.7% | $130,026-61.7% | $139,456-64.3% |
| Participation rate | 45.5% | 82.0%-36.5pp | 78.5%-33.0pp | 80.3%-34.9pp |
| Annual return | 11.95% | 32.50%-20.5pp | -137.26%+149.2pp | 373.45%-361.5pp |
| Employer contribution / active EE | $217 | $5,292-95.9% | $4,321-95.0% | $4,753-95.4% |
| Participant deferral / active EE | $2,173 | $6,710-67.6% | $5,821-62.7% | $6,711-67.6% |
| Admin fee / account holder | $3,290 | $14,001-76.5% | $10,608-69.0% | $11,407-71.2% |