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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 | $44,096 | $127,790-65.5% | $106,554-58.6% | $167,553-73.7% |
| Participation rate | 60.0% | 78.3%-18.3pp | 76.1%-16.1pp | 82.1%-22.1pp |
| Annual return | 9.75% | 33.88%-24.1pp | 26.80%-17.1pp | 478.89%-469.1pp |
| Employer contribution / active EE | $405 | $3,427-88.2% | $2,819-85.6% | $4,840-91.6% |
| Participant deferral / active EE | $1,619 | $5,088-68.2% | $4,398-63.2% | $6,343-74.5% |
| Admin fee / account holder | $3,744 | $11,231-66.7% | $7,408-49.5% | $12,316-69.6% |