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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 | $61,922 | $160,040-61.3% | $147,096-57.9% | $145,877-57.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.00% | 98.49%-87.5pp | 419.75%-408.8pp | 551.28%-540.3pp |
| Employer contribution / active EE | $883 | $5,289-83.3% | $4,936-82.1% | $4,663-81.1% |
| Participant deferral / active EE | $5,390 | $8,429-36.1% | $8,071-33.2% | $6,691-19.4% |
| Admin fee / account holder | $329 | $15,050-97.8% | $13,005-97.5% | $13,402-97.5% |