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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 | $44,136 | $112,131-60.6% | $95,964-54.0% | $158,982-72.2% |
| Participation rate | 23.5% | 79.0%-55.5pp | 77.1%-53.6pp | 82.0%-58.4pp |
| Annual return | 6.39% | 171.19%-164.8pp | 91.64%-85.3pp | 302.99%-296.6pp |
| Employer contribution / active EE | $504 | $3,199-84.2% | $2,541-80.2% | $4,763-89.4% |
| Participant deferral / active EE | $4,432 | $4,784-7.4% | $4,167+6.4% | $5,983-25.9% |
| Admin fee / account holder | $12,976 | $10,136+28.0% | $6,797+90.9% | $11,252+15.3% |