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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 | $49,166 | $209,425-76.5% | $178,499-72.5% | $158,966-69.1% |
| Participation rate | 39.1% | 86.4%-47.2pp | 81.9%-42.8pp | 82.0%-42.8pp |
| Annual return | 17.39% | 188.80%-171.4pp | 151.10%-133.7pp | 302.95%-285.6pp |
| Employer contribution / active EE | $735 | $5,707-87.1% | $5,011-85.3% | $4,762-84.6% |
| Participant deferral / active EE | $2,642 | $5,955-55.6% | $5,202-49.2% | $5,983-55.8% |
| Admin fee / account holder | $5,058 | $17,078-70.4% | $13,986-63.8% | $11,250-55.0% |