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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 | $117,859-54.8% | $102,438-48.0% | $145,959-63.5% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 15.76% | 31.72%-16.0pp | 29.37%-13.6pp | 561.95%-546.2pp |
| Employer contribution / active EE | $304 | $3,615-91.6% | $3,024-89.9% | $4,661-93.5% |
| Participant deferral / active EE | $4,965 | $5,732-13.4% | $5,054-1.8% | $6,689-25.8% |
| Admin fee / account holder | $690 | $13,318-94.8% | $9,448-92.7% | $13,398-94.9% |