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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 | $54,689 | $157,829-65.3% | $136,867-60.0% | $198,609-72.5% |
| Participation rate | 40.0% | 77.2%-37.2pp | 74.5%-34.5pp | 82.4%-42.4pp |
| Annual return | 7.53% | 51.25%-43.7pp | 42.97%-35.4pp | 202.70%-195.2pp |
| Employer contribution / active EE | $453 | $3,923-88.5% | $3,547-87.2% | $5,055-91.0% |
| Participant deferral / active EE | $2,469 | $5,463-54.8% | $4,924-49.9% | $6,977-64.6% |
| Admin fee / account holder | $1,341 | $11,107-87.9% | $10,340-87.0% | $19,030-93.0% |