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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 | $59,212 | $157,829-62.5% | $136,867-56.7% | $198,609-70.2% |
| Participation rate | 56.3% | 77.2%-20.9pp | 74.5%-18.3pp | 82.4%-26.1pp |
| Annual return | 16.69% | 51.25%-34.6pp | 42.97%-26.3pp | 202.70%-186.0pp |
| Employer contribution / active EE | $429 | $3,923-89.1% | $3,547-87.9% | $5,055-91.5% |
| Participant deferral / active EE | $3,415 | $5,463-37.5% | $4,924-30.6% | $6,977-51.1% |
| Admin fee / account holder | $8,880 | $11,107-20.1% | $10,340-14.1% | $19,030-53.3% |