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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 | $45,773 | $124,346-63.2% | $111,308-58.9% | $167,536-72.7% |
| Participation rate | 47.1% | 79.6%-32.6pp | 77.3%-30.3pp | 82.1%-35.1pp |
| Annual return | 25.24% | 37.45%-12.2pp | 54.67%-29.4pp | 478.82%-453.6pp |
| Employer contribution / active EE | $570 | $3,437-83.4% | $2,732-79.1% | $4,839-88.2% |
| Participant deferral / active EE | $1,905 | $5,182-63.2% | $4,487-57.5% | $6,342-70.0% |
| Admin fee / account holder | $326 | $10,621-96.9% | $7,965-95.9% | $12,315-97.4% |