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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 | $79,570 | $152,612-47.9% | $125,192-36.4% | $152,897-48.0% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 13.55% | 54.85%-41.3pp | 43.79%-30.2pp | 345.43%-331.9pp |
| Employer contribution / active EE | $300 | $4,947-93.9% | $3,866-92.2% | $4,764-93.7% |
| Participant deferral / active EE | $2,268 | $5,868-61.4% | $4,937-54.1% | $5,851-61.2% |
| Admin fee / account holder | $5,112 | $13,437-62.0% | $9,704-47.3% | $11,599-55.9% |