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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 | $44,474 | $203,483-78.1% | $152,473-70.8% | $167,553-73.5% |
| Participation rate | 59.1% | 82.3%-23.2pp | 78.2%-19.1pp | 82.1%-23.0pp |
| Annual return | 8.58% | 13.80%-5.2pp | 757.59%-749.0pp | 478.89%-470.3pp |
| Employer contribution / active EE | $922 | $5,219-82.3% | $4,326-78.7% | $4,840-81.0% |
| Participant deferral / active EE | $2,959 | $6,711-55.9% | $5,817-49.1% | $6,343-53.4% |
| Admin fee / account holder | $16,178 | $22,521-28.2% | $15,811+2.3% | $12,316+31.4% |