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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 | $49,118 | $165,399-70.3% | $149,745-67.2% | $158,982-69.1% |
| Participation rate | 60.9% | 84.6%-23.7pp | 82.5%-21.6pp | 82.0%-21.1pp |
| Annual return | 13.53% | 348.34%-334.8pp | 276.72%-263.2pp | 302.99%-289.5pp |
| Employer contribution / active EE | $565 | $5,105-88.9% | $4,646-87.8% | $4,763-88.1% |
| Participant deferral / active EE | $3,551 | $7,183-50.6% | $6,843-48.1% | $5,983-40.7% |
| Admin fee / account holder | $10,234 | $10,811-5.3% | $9,312+9.9% | $11,252-9.0% |