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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 | $58,568 | $103,393-43.4% | $87,103-32.8% | $152,909-61.7% |
| Participation rate | 44.4% | 79.4%-34.9pp | 76.9%-32.4pp | 82.5%-38.0pp |
| Annual return | 19.69% | 28.10%-8.4pp | 28.19%-8.5pp | 345.46%-325.8pp |
| Employer contribution / active EE | $370 | $3,221-88.5% | $2,521-85.3% | $4,764-92.2% |
| Participant deferral / active EE | $4,745 | $4,778-0.7% | $4,049+17.2% | $5,851-18.9% |
| Admin fee / account holder | $21,277 | $12,195+74.5% | $7,491+184.0% | $11,601+83.4% |