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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 | $53,406 | $105,145-49.2% | $94,664-43.6% | $139,466-61.7% |
| Participation rate | 44.4% | 82.4%-37.9pp | 80.8%-36.4pp | 80.3%-35.9pp |
| Annual return | 19.96% | 38.09%-18.1pp | 156.84%-136.9pp | 373.66%-353.7pp |
| Employer contribution / active EE | $295 | $4,107-92.8% | $3,673-92.0% | $4,754-93.8% |
| Participant deferral / active EE | $2,709 | $7,599-64.3% | $7,417-63.5% | $6,712-59.6% |
| Admin fee / account holder | $8,293 | $8,972-7.6% | $7,222+14.8% | $11,409-27.3% |