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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 | $63,463 | $112,131-43.4% | $95,964-33.9% | $158,982-60.1% |
| Participation rate | 52.9% | 79.0%-26.1pp | 77.1%-24.1pp | 82.0%-29.0pp |
| Annual return | 12.95% | 171.19%-158.2pp | 91.64%-78.7pp | 302.99%-290.0pp |
| Employer contribution / active EE | $78 | $3,199-97.6% | $2,541-96.9% | $4,763-98.4% |
| Participant deferral / active EE | $1,952 | $4,784-59.2% | $4,167-53.2% | $5,983-67.4% |
| Admin fee / account holder | $6,712 | $10,136-33.8% | $6,797-1.3% | $11,252-40.3% |