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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 | $46,029 | $150,207-69.4% | $120,380-61.8% | $145,978-68.5% |
| Participation rate | 28.6% | 78.8%-50.2pp | 71.9%-43.3pp | 80.3%-51.7pp |
| Annual return | 17.13% | 154.28%-137.1pp | 107.28%-90.1pp | 550.52%-533.4pp |
| Employer contribution / active EE | $807 | $4,351-81.5% | $3,465-76.7% | $4,662-82.7% |
| Participant deferral / active EE | $3,529 | $6,175-42.9% | $4,992-29.3% | $6,690-47.3% |
| Admin fee / account holder | $505 | $12,203-95.9% | $9,421-94.6% | $13,400-96.2% |