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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 | $62,477 | $125,237-50.1% | $105,608-40.8% | $145,877-57.2% |
| Participation rate | 47.4% | 77.7%-30.3pp | 75.3%-27.9pp | 80.3%-32.9pp |
| Annual return | 12.10% | 225.76%-213.7pp | 116.50%-104.4pp | 551.28%-539.2pp |
| Employer contribution / active EE | $406 | $3,720-89.1% | $3,167-87.2% | $4,663-91.3% |
| Participant deferral / active EE | $2,739 | $5,711-52.0% | $5,010-45.3% | $6,691-59.1% |
| Admin fee / account holder | $1,903 | $17,287-89.0% | $11,028-82.7% | $13,402-85.8% |