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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 | $56,739 | $162,812-65.2% | $133,971-57.6% | $158,966-64.3% |
| Participation rate | 38.5% | 83.2%-44.8pp | 79.8%-41.4pp | 82.0%-43.5pp |
| Annual return | 11.51% | 41.94%-30.4pp | 45.09%-33.6pp | 302.95%-291.4pp |
| Employer contribution / active EE | $365 | $4,976-92.7% | $3,919-90.7% | $4,762-92.3% |
| Participant deferral / active EE | $3,317 | $5,910-43.9% | $5,047-34.3% | $5,983-44.6% |
| Admin fee / account holder | $957 | $11,741-91.9% | $8,929-89.3% | $11,250-91.5% |