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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 | $56,260 | $152,592-63.1% | $125,180-55.1% | $152,885-63.2% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 12.13% | 54.84%-42.7pp | 43.79%-31.7pp | 345.39%-333.3pp |
| Employer contribution / active EE | $945 | $4,947-80.9% | $3,866-75.5% | $4,763-80.2% |
| Participant deferral / active EE | $7,462 | $5,868+27.2% | $4,937+51.1% | $5,851+27.5% |
| Admin fee / account holder | $319 | $13,435-97.6% | $9,703-96.7% | $11,598-97.3% |