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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 | $57,945 | $100,203-42.2% | $85,240-32.0% | $145,897-60.3% |
| Participation rate | 21.4% | 74.1%-52.7pp | 67.5%-46.1pp | 80.3%-58.9pp |
| Annual return | 11.76% | 84.28%-72.5pp | 66.75%-55.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $344 | $3,242-89.4% | $2,735-87.4% | $4,663-92.6% |
| Participant deferral / active EE | $2,154 | $5,299-59.4% | $4,527-52.4% | $6,689-67.8% |
| Admin fee / account holder | $2,959 | $7,265-59.3% | $6,165-52.0% | $13,390-77.9% |