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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 | $55,672 | $103,392-46.2% | $87,104-36.1% | $152,897-63.6% |
| Participation rate | 44.4% | 79.4%-34.9pp | 76.9%-32.4pp | 82.5%-38.0pp |
| Annual return | 14.57% | 28.10%-13.5pp | 28.19%-13.6pp | 345.43%-330.9pp |
| Employer contribution / active EE | $168 | $3,221-94.8% | $2,521-93.4% | $4,764-96.5% |
| Participant deferral / active EE | $2,794 | $4,778-41.5% | $4,048-31.0% | $5,851-52.2% |
| Admin fee / account holder | $746 | $12,194-93.9% | $7,491-90.0% | $11,599-93.6% |