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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 | $54,008 | $102,638-47.4% | $81,982-34.1% | $158,982-66.0% |
| Participation rate | 36.4% | 75.5%-39.2pp | 69.3%-32.9pp | 82.0%-45.6pp |
| Annual return | 12.77% | 61.05%-48.3pp | 41.31%-28.5pp | 302.99%-290.2pp |
| Employer contribution / active EE | $367 | $3,241-88.7% | $2,498-85.3% | $4,763-92.3% |
| Participant deferral / active EE | $1,803 | $4,649-61.2% | $3,722-51.6% | $5,983-69.9% |
| Admin fee / account holder | $1,186 | $8,237-85.6% | $5,665-79.1% | $11,252-89.5% |