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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 | $60,457 | $124,351-51.4% | $109,188-44.6% | $167,553-63.9% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 10.80% | 26.04%-15.2pp | 25.76%-15.0pp | 478.89%-468.1pp |
| Employer contribution / active EE | $570 | $4,210-86.5% | $3,723-84.7% | $4,840-88.2% |
| Participant deferral / active EE | $5,979 | $5,257+13.7% | $4,654+28.5% | $6,343-5.7% |
| Admin fee / account holder | $482 | $7,975-94.0% | $6,755-92.9% | $12,316-96.1% |