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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 | $47,702 | $211,239-77.4% | $178,528-73.3% | $145,877-67.3% |
| Participation rate | 21.4% | 80.8%-59.4pp | 77.1%-55.7pp | 80.3%-58.9pp |
| Annual return | 12.58% | 30.22%-17.6pp | 27.11%-14.5pp | 551.28%-538.7pp |
| Employer contribution / active EE | $580 | $4,570-87.3% | $3,950-85.3% | $4,663-87.6% |
| Participant deferral / active EE | $2,234 | $6,963-67.9% | $6,278-64.4% | $6,691-66.6% |
| Admin fee / account holder | $1,469 | $12,095-87.9% | $10,419-85.9% | $13,402-89.0% |