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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 | $57,919 | $183,539-68.4% | $155,556-62.8% | $145,897-60.3% |
| Participation rate | 52.9% | 82.7%-29.8pp | 78.2%-25.3pp | 80.3%-27.4pp |
| Annual return | 24.49% | 61.31%-36.8pp | 64.84%-40.4pp | 552.29%-527.8pp |
| Employer contribution / active EE | $1,008 | $5,315-81.0% | $4,675-78.4% | $4,663-78.4% |
| Participant deferral / active EE | $5,548 | $6,467-14.2% | $5,631-1.5% | $6,689-17.1% |
| Admin fee / account holder | $536 | $19,275-97.2% | $15,885-96.6% | $13,390-96.0% |