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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 | $42,864 | $125,778-65.9% | $114,563-62.6% | $154,746-72.3% |
| Participation rate | 58.3% | 75.2%-16.9pp | 72.9%-14.6pp | 80.7%-22.4pp |
| Annual return | 17.41% | 295.14%-277.7pp | 241.09%-223.7pp | 172.34%-154.9pp |
| Employer contribution / active EE | $132 | $2,806-95.3% | $2,592-94.9% | $4,379-97.0% |
| Participant deferral / active EE | $3,095 | $4,445-30.4% | $4,142-25.3% | $6,730-54.0% |
| Admin fee / account holder | $485 | $8,190-94.1% | $7,623-93.6% | $14,365-96.6% |