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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 | $54,380 | $157,276-65.4% | $141,177-61.5% | $152,885-64.4% |
| Participation rate | 17.6% | 84.8%-67.2pp | 82.5%-64.8pp | 82.5%-64.8pp |
| Annual return | 28.52% | 64.33%-35.8pp | 71.40%-42.9pp | 345.39%-316.9pp |
| Employer contribution / active EE | $649 | $5,262-87.7% | $4,736-86.3% | $4,763-86.4% |
| Participant deferral / active EE | $3,012 | $7,110-57.6% | $6,710-55.1% | $5,851-48.5% |
| Admin fee / account holder | $350 | $12,123-97.1% | $10,263-96.6% | $11,598-97.0% |