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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 | $50,597 | $79,181-36.1% | $102,423-50.6% | $74,429-32.0% |
| Participation rate | 53.7% | 74.8%-21.1pp | 76.5%-22.8pp | 67.2%-13.5pp |
| Annual return | 11.72% | 54.97%-43.3pp | 29.42%-17.7pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $734 | $2,362-68.9% | $3,023-75.7% | $2,625-72.0% |
| Participant deferral / active EE | $2,186 | $4,416-50.5% | $5,054-56.8% | $4,348-49.7% |
| Admin fee / account holder | $2,006 | $2,002+0.2% | $9,455-78.8% | $1,944+3.2% |