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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 | $49,579 | $129,737-61.8% | $119,126-58.4% | $154,746-68.0% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 15.30% | 379.08%-363.8pp | 282.11%-266.8pp | 172.34%-157.0pp |
| Employer contribution / active EE | $657 | $4,375-85.0% | $4,034-83.7% | $4,379-85.0% |
| Participant deferral / active EE | $3,180 | $5,842-45.6% | $5,318-40.2% | $6,730-52.8% |
| Admin fee / account holder | $554 | $11,961-95.4% | $10,693-94.8% | $14,365-96.1% |