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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 | $49,049 | $157,296-68.8% | $141,191-65.3% | $152,897-67.9% |
| Participation rate | 58.3% | 84.8%-26.5pp | 82.5%-24.1pp | 82.5%-24.1pp |
| Annual return | 21.05% | 64.34%-43.3pp | 71.41%-50.4pp | 345.43%-324.4pp |
| Employer contribution / active EE | $431 | $5,262-91.8% | $4,736-90.9% | $4,764-91.0% |
| Participant deferral / active EE | $3,874 | $7,111-45.5% | $6,710-42.3% | $5,851-33.8% |
| Admin fee / account holder | $881 | $12,125-92.7% | $10,264-91.4% | $11,599-92.4% |