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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 | $43,594 | $157,304-72.3% | $141,197-69.1% | $152,909-71.5% |
| Participation rate | 20.0% | 84.8%-64.8pp | 82.5%-62.5pp | 82.5%-62.5pp |
| Annual return | 24.41% | 64.34%-39.9pp | 71.41%-47.0pp | 345.46%-321.1pp |
| Employer contribution / active EE | $226 | $5,263-95.7% | $4,736-95.2% | $4,764-95.3% |
| Participant deferral / active EE | $4,593 | $7,111-35.4% | $6,710-31.5% | $5,851-21.5% |
| Admin fee / account holder | $9,205 | $12,126-24.1% | $10,265-10.3% | $11,601-20.7% |