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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 | $53,220 | $117,846-54.8% | $102,434-48.0% | $145,884-63.5% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 15.76% | 31.90%-16.1pp | 29.46%-13.7pp | 551.85%-536.1pp |
| Employer contribution / active EE | $304 | $3,615-91.6% | $3,023-89.9% | $4,662-93.5% |
| Participant deferral / active EE | $4,965 | $5,733-13.4% | $5,055-1.8% | $6,690-25.8% |
| Admin fee / account holder | $690 | $13,356-94.8% | $9,462-92.7% | $13,392-94.8% |