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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 | $64,961 | $208,088-68.8% | $186,193-65.1% | $154,746-58.0% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 17.96% | 89.97%-72.0pp | 78.03%-60.1pp | 172.34%-154.4pp |
| Employer contribution / active EE | $380 | $4,340-91.2% | $3,918-90.3% | $4,379-91.3% |
| Participant deferral / active EE | $3,516 | $7,078-50.3% | $6,513-46.0% | $6,730-47.8% |
| Admin fee / account holder | $513 | $11,698-95.6% | $11,058-95.4% | $14,365-96.4% |