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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 | $59,481 | $112,729-47.2% | $98,716-39.7% | $137,256-56.7% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.3%-23.8pp | 80.0%-34.5pp |
| Annual return | 13.07% | 38.48%-25.4pp | 31.81%-18.7pp | 220.34%-207.3pp |
| Employer contribution / active EE | $455 | $2,725-83.3% | $2,279-80.0% | $4,156-89.0% |
| Participant deferral / active EE | $3,716 | $4,640-19.9% | $4,048-8.2% | $6,407-42.0% |
| Admin fee / account holder | $21,823 | $10,129+115.5% | $8,703+150.8% | $12,270+77.9% |