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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 | $52,822 | $55,470-4.8% | $155,556-66.0% | $74,478-29.1% |
| Participation rate | 45.7% | 61.9%-16.2pp | 78.2%-32.5pp | 67.2%-21.5pp |
| Annual return | 16.79% | 269.80%-253.0pp | 64.84%-48.0pp | 1370.56%-1353.8pp |
| Employer contribution / active EE | $305 | $2,267-86.6% | $4,675-93.5% | $2,626-88.4% |
| Participant deferral / active EE | $2,401 | $2,838-15.4% | $5,631-57.4% | $4,350-44.8% |
| Admin fee / account holder | $1,860 | $1,744+6.7% | $15,885-88.3% | $1,946-4.4% |