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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 | $32,453 | $196,972-83.5% | $182,262-82.2% | $198,609-83.7% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 19.08% | 158.27%-139.2pp | 140.60%-121.5pp | 202.70%-183.6pp |
| Employer contribution / active EE | $915 | $5,364-82.9% | $5,046-81.9% | $5,055-81.9% |
| Participant deferral / active EE | $4,790 | $8,643-44.6% | $8,276-42.1% | $6,977-31.3% |
| Admin fee / account holder | $6,670 | $18,429-63.8% | $16,712-60.1% | $19,030-64.9% |