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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 | $64,103 | $157,296-59.2% | $141,191-54.6% | $152,897-58.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 21.77% | 64.34%-42.6pp | 71.41%-49.6pp | 345.43%-323.7pp |
| Employer contribution / active EE | $292 | $5,262-94.4% | $4,736-93.8% | $4,764-93.9% |
| Participant deferral / active EE | $2,792 | $7,111-60.7% | $6,710-58.4% | $5,851-52.3% |
| Admin fee / account holder | $608 | $12,125-95.0% | $10,264-94.1% | $11,599-94.8% |