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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 | $39,805 | $148,582-73.2% | $135,942-70.7% | $139,456-71.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 21.55% | 79.26%-57.7pp | 68.28%-46.7pp | 373.45%-351.9pp |
| Employer contribution / active EE | $921 | $5,245-82.4% | $4,858-81.0% | $4,753-80.6% |
| Participant deferral / active EE | $5,000 | $8,101-38.3% | $7,759-35.6% | $6,711-25.5% |
| Admin fee / account holder | $965 | $12,402-92.2% | $10,764-91.0% | $11,407-91.5% |