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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 | $50,428 | $183,516-72.5% | $155,534-67.6% | $145,884-65.4% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 8.98% | 61.43%-52.4pp | 64.92%-55.9pp | 551.85%-542.9pp |
| Employer contribution / active EE | $337 | $5,315-93.7% | $4,675-92.8% | $4,662-92.8% |
| Participant deferral / active EE | $2,585 | $6,467-60.0% | $5,630-54.1% | $6,690-61.4% |
| Admin fee / account holder | $1,317 | $19,293-93.2% | $15,900-91.7% | $13,392-90.2% |