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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 | $64,822 | $106,918-39.4% | $84,021-22.9% | $152,897-57.6% |
| Participation rate | 52.9% | 75.2%-22.3pp | 69.0%-16.1pp | 82.5%-29.5pp |
| Annual return | 19.04% | 105.01%-86.0pp | 71.32%-52.3pp | 345.43%-326.4pp |
| Employer contribution / active EE | $361 | $2,735-86.8% | $1,984-81.8% | $4,764-92.4% |
| Participant deferral / active EE | $1,632 | $4,012-59.3% | $3,239-49.6% | $5,851-72.1% |
| Admin fee / account holder | $6,910 | $8,288-16.6% | $6,102+13.2% | $11,599-40.4% |