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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 | $57,832 | $107,353-46.1% | $92,903-37.7% | $152,885-62.2% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.5%-20.0pp |
| Annual return | 15.85% | 145.62%-129.8pp | 109.43%-93.6pp | 345.39%-329.5pp |
| Employer contribution / active EE | $288 | $4,222-93.2% | $3,653-92.1% | $4,763-94.0% |
| Participant deferral / active EE | $2,771 | $4,848-42.8% | $4,238-34.6% | $5,851-52.6% |
| Admin fee / account holder | $13,944 | $7,081+96.9% | $5,795+140.6% | $11,598+20.2% |