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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 | $50,239 | $152,592-67.1% | $125,180-59.9% | $152,885-67.1% |
| Participation rate | 41.2% | 83.3%-42.2pp | 79.8%-38.6pp | 82.5%-41.3pp |
| Annual return | 21.94% | 54.84%-32.9pp | 43.79%-21.9pp | 345.39%-323.4pp |
| Employer contribution / active EE | $424 | $4,947-91.4% | $3,866-89.0% | $4,763-91.1% |
| Participant deferral / active EE | $3,086 | $5,868-47.4% | $4,937-37.5% | $5,851-47.3% |
| Admin fee / account holder | $1,936 | $13,435-85.6% | $9,703-80.0% | $11,598-83.3% |