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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 | $39,822 | $103,392-61.5% | $87,104-54.3% | $152,897-74.0% |
| Participation rate | 54.2% | 79.4%-25.2pp | 76.9%-22.7pp | 82.5%-28.3pp |
| Annual return | 24.01% | 28.10%-4.1pp | 28.19%-4.2pp | 345.43%-321.4pp |
| Employer contribution / active EE | $569 | $3,221-82.3% | $2,521-77.5% | $4,764-88.1% |
| Participant deferral / active EE | $1,627 | $4,778-66.0% | $4,048-59.8% | $5,851-72.2% |
| Admin fee / account holder | $1,056 | $12,194-91.3% | $7,491-85.9% | $11,599-90.9% |