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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 | $54,323 | $157,296-65.5% | $141,191-61.5% | $152,897-64.5% |
| Participation rate | 41.7% | 84.8%-43.2pp | 82.5%-40.8pp | 82.5%-40.8pp |
| Annual return | 19.18% | 64.34%-45.2pp | 71.41%-52.2pp | 345.43%-326.3pp |
| Employer contribution / active EE | $831 | $5,262-84.2% | $4,736-82.5% | $4,764-82.6% |
| Participant deferral / active EE | $2,874 | $7,111-59.6% | $6,710-57.2% | $5,851-50.9% |
| Admin fee / account holder | $428 | $12,125-96.5% | $10,264-95.8% | $11,599-96.3% |