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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 | $53,911 | $157,296-65.7% | $141,191-61.8% | $152,897-64.7% |
| Participation rate | 52.6% | 84.8%-32.2pp | 82.5%-29.8pp | 82.5%-29.8pp |
| Annual return | 22.11% | 64.34%-42.2pp | 71.41%-49.3pp | 345.43%-323.3pp |
| Employer contribution / active EE | $552 | $5,262-89.5% | $4,736-88.3% | $4,764-88.4% |
| Participant deferral / active EE | $2,777 | $7,111-61.0% | $6,710-58.6% | $5,851-52.5% |
| Admin fee / account holder | $7,259 | $12,125-40.1% | $10,264-29.3% | $11,599-37.4% |