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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 | $49,925 | $162,812-69.3% | $133,971-62.7% | $158,966-68.6% |
| Participation rate | 44.4% | 83.2%-38.8pp | 79.8%-35.4pp | 82.0%-37.5pp |
| Annual return | 25.64% | 41.94%-16.3pp | 45.09%-19.5pp | 302.95%-277.3pp |
| Employer contribution / active EE | $504 | $4,976-89.9% | $3,919-87.1% | $4,762-89.4% |
| Participant deferral / active EE | $3,641 | $5,910-38.4% | $5,047-27.9% | $5,983-39.1% |
| Admin fee / account holder | $2,809 | $11,741-76.1% | $8,929-68.5% | $11,250-75.0% |