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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 | $45,511 | $157,304-71.1% | $141,197-67.8% | $152,909-70.2% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 24.31% | 64.34%-40.0pp | 71.41%-47.1pp | 345.46%-321.2pp |
| Employer contribution / active EE | $873 | $5,263-83.4% | $4,736-81.6% | $4,764-81.7% |
| Participant deferral / active EE | $4,047 | $7,111-43.1% | $6,710-39.7% | $5,851-30.8% |
| Admin fee / account holder | $310 | $12,126-97.4% | $10,265-97.0% | $11,601-97.3% |