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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 | $58,477 | $115,814-49.5% | $101,275-42.3% | $158,982-63.2% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 9.56% | 56.16%-46.6pp | 46.48%-36.9pp | 302.99%-293.4pp |
| Employer contribution / active EE | $439 | $4,176-89.5% | $3,660-88.0% | $4,763-90.8% |
| Participant deferral / active EE | $2,590 | $4,958-47.8% | $4,371-40.7% | $5,983-56.7% |
| Admin fee / account holder | $829 | $7,249-88.6% | $5,948-86.1% | $11,252-92.6% |