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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 | $51,648 | $183,516-71.9% | $155,534-66.8% | $145,884-64.6% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 13.28% | 61.43%-48.1pp | 64.92%-51.6pp | 551.85%-538.6pp |
| Employer contribution / active EE | $936 | $5,315-82.4% | $4,675-80.0% | $4,662-79.9% |
| Participant deferral / active EE | $2,562 | $6,467-60.4% | $5,630-54.5% | $6,690-61.7% |
| Admin fee / account holder | $3,982 | $19,293-79.4% | $15,900-75.0% | $13,392-70.3% |