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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 | $44,211 | $226,105-80.4% | $182,540-75.8% | $152,897-71.1% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.0%-14.3pp | 82.5%-18.8pp |
| Annual return | 23.92% | 192.58%-168.7pp | 148.58%-124.7pp | 345.43%-321.5pp |
| Employer contribution / active EE | $322 | $4,978-93.5% | $4,076-92.1% | $4,764-93.2% |
| Participant deferral / active EE | $2,972 | $6,370-53.3% | $5,525-46.2% | $5,851-49.2% |
| Admin fee / account holder | $648 | $10,706-94.0% | $8,593-92.5% | $11,599-94.4% |