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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 | $72,441 | $111,785-35.2% | $93,669-22.7% | $145,877-50.3% |
| Participation rate | 45.0% | 74.2%-29.2pp | 68.7%-23.7pp | 80.3%-35.3pp |
| Annual return | 9.72% | 203.79%-194.1pp | 133.59%-123.9pp | 551.28%-541.6pp |
| Employer contribution / active EE | $483 | $3,096-84.4% | $2,424-80.1% | $4,663-89.6% |
| Participant deferral / active EE | $1,444 | $4,919-70.6% | $4,416-67.3% | $6,691-78.4% |
| Admin fee / account holder | $6,727 | $10,256-34.4% | $8,291-18.9% | $13,402-49.8% |