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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 | $56,615 | $152,612-62.9% | $125,192-54.8% | $152,897-63.0% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.5%-25.3pp |
| Annual return | 25.03% | 54.85%-29.8pp | 43.79%-18.8pp | 345.43%-320.4pp |
| Employer contribution / active EE | $52 | $4,947-98.9% | $3,866-98.7% | $4,764-98.9% |
| Participant deferral / active EE | $5,212 | $5,868-11.2% | $4,937+5.6% | $5,851-10.9% |
| Admin fee / account holder | $1,000 | $13,437-92.6% | $9,704-89.7% | $11,599-91.4% |