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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 | $51,118 | $115,814-55.9% | $101,275-49.5% | $158,982-67.8% |
| Participation rate | 10.0% | 79.4%-69.4pp | 75.8%-65.8pp | 82.0%-72.0pp |
| Annual return | 35.94% | 56.16%-20.2pp | 46.48%-10.5pp | 302.99%-267.0pp |
| Employer contribution / active EE | $520 | $4,176-87.5% | $3,660-85.8% | $4,763-89.1% |
| Participant deferral / active EE | $1,898 | $4,958-61.7% | $4,371-56.6% | $5,983-68.3% |
| Admin fee / account holder | $314 | $7,249-95.7% | $5,948-94.7% | $11,252-97.2% |