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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 | $44,772 | $124,346-64.0% | $111,306-59.8% | $167,553-73.3% |
| Participation rate | 62.5% | 79.6%-17.1pp | 77.3%-14.8pp | 82.1%-19.6pp |
| Annual return | 12.93% | 37.46%-24.5pp | 54.67%-41.7pp | 478.89%-466.0pp |
| Employer contribution / active EE | $265 | $3,438-92.3% | $2,732-90.3% | $4,840-94.5% |
| Participant deferral / active EE | $1,695 | $5,182-67.3% | $4,488-62.2% | $6,343-73.3% |
| Admin fee / account holder | $10,541 | $10,623-0.8% | $7,966+32.3% | $12,316-14.4% |