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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 | $48,735 | $110,337-55.8% | $102,383-52.4% | $145,877-66.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 11.11% | 24.83%-13.7pp | 24.94%-13.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $556 | $4,216-86.8% | $3,870-85.6% | $4,663-88.1% |
| Participant deferral / active EE | $3,651 | $5,621-35.0% | $5,060-27.8% | $6,691-45.4% |
| Admin fee / account holder | $3,841 | $9,750-60.6% | $8,391-54.2% | $13,402-71.3% |