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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 | $50,335 | $209,425-76.0% | $178,499-71.8% | $158,966-68.3% |
| Participation rate | 54.5% | 86.4%-31.8pp | 81.9%-27.4pp | 82.0%-27.4pp |
| Annual return | 17.66% | 188.80%-171.1pp | 151.10%-133.4pp | 302.95%-285.3pp |
| Employer contribution / active EE | $1,012 | $5,707-82.3% | $5,011-79.8% | $4,762-78.8% |
| Participant deferral / active EE | $5,878 | $5,955-1.3% | $5,202+13.0% | $5,983-1.7% |
| Admin fee / account holder | $1,445 | $17,078-91.5% | $13,986-89.7% | $11,250-87.2% |