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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 | $100,761 | $232,540-56.7% | $185,117-45.6% | $147,586-31.7% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 15.03% | 43.03%-28.0pp | 40.50%-25.5pp | 578.59%-563.6pp |
| Employer contribution / active EE | $116 | $5,195-97.8% | $4,182-97.2% | $4,876-97.6% |
| Participant deferral / active EE | $4,165 | $5,834-28.6% | $5,045-17.4% | $5,439-23.4% |
| Admin fee / account holder | $1,392 | $10,275-86.4% | $8,159-82.9% | $10,886-87.2% |