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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 | $47,669 | $166,131-71.3% | $164,975-71.1% | $145,877-67.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 12.99% | 100.37%-87.4pp | 70.12%-57.1pp | 551.28%-538.3pp |
| Employer contribution / active EE | $979 | $5,276-81.4% | $4,343-77.5% | $4,663-79.0% |
| Participant deferral / active EE | $2,570 | $6,962-63.1% | $6,033-57.4% | $6,691-61.6% |
| Admin fee / account holder | $17,680 | $16,648+6.2% | $12,688+39.3% | $13,402+31.9% |