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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 | $57,907 | $171,492-66.2% | $150,734-61.6% | $198,609-70.8% |
| Participation rate | 54.5% | 81.4%-26.9pp | 78.4%-23.9pp | 82.4%-27.8pp |
| Annual return | 17.23% | 804.70%-787.5pp | 600.81%-583.6pp | 202.70%-185.5pp |
| Employer contribution / active EE | $1,349 | $5,470-75.3% | $4,918-72.6% | $5,055-73.3% |
| Participant deferral / active EE | $4,422 | $6,259-29.3% | $5,610-21.2% | $6,977-36.6% |
| Admin fee / account holder | $764 | $17,628-95.7% | $14,905-94.9% | $19,030-96.0% |