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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 | $51,968 | $83,337-37.6% | $67,834-23.4% | $273,972-81.0% |
| Participation rate | 52.2% | 76.4%-24.3pp | 68.8%-16.6pp | 83.0%-30.8pp |
| Annual return | 5.86% | 259.45%-253.6pp | 138.47%-132.6pp | 41.46%-35.6pp |
| Employer contribution / active EE | $255 | $3,287-92.2% | $2,403-89.4% | $4,869-94.8% |
| Participant deferral / active EE | $1,294 | $4,088-68.3% | $3,160-59.0% | $5,287-75.5% |
| Admin fee / account holder | $1,765 | $6,752-73.9% | $4,622-61.8% | $10,133-82.6% |