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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 | $62,628 | $100,073-37.4% | $85,126-26.4% | $145,877-57.1% |
| Participation rate | 43.5% | 74.1%-30.6pp | 67.5%-24.0pp | 80.3%-36.8pp |
| Annual return | 10.39% | 84.11%-73.7pp | 66.63%-56.2pp | 551.28%-540.9pp |
| Employer contribution / active EE | $354 | $3,236-89.1% | $2,731-87.0% | $4,663-92.4% |
| Participant deferral / active EE | $2,031 | $5,294-61.6% | $4,523-55.1% | $6,691-69.6% |
| Admin fee / account holder | $482 | $7,261-93.4% | $6,160-92.2% | $13,402-96.4% |