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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 | $99,995-42.1% | $85,063-31.9% | $145,978-60.3% |
| Participation rate | 21.4% | 74.1%-52.7pp | 67.5%-46.1pp | 80.3%-58.9pp |
| Annual return | 11.76% | 83.99%-72.2pp | 66.54%-54.8pp | 550.52%-538.8pp |
| Employer contribution / active EE | $344 | $3,231-89.4% | $2,727-87.4% | $4,662-92.6% |
| Participant deferral / active EE | $2,154 | $5,295-59.3% | $4,523-52.4% | $6,690-67.8% |
| Admin fee / account holder | $2,959 | $7,255-59.2% | $6,155-51.9% | $13,400-77.9% |