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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 | $54,131 | $105,284-48.6% | $150,734-64.1% | $94,015-42.4% |
| Participation rate | 69.9% | 71.7%-1.9pp | 78.4%-8.6pp | 70.8%-0.9pp |
| Annual return | 12.72% | 15.67%-3.0pp | 600.81%-588.1pp | 17.84%-5.1pp |
| Employer contribution / active EE | $5 | $3,599-99.9% | $4,918-99.9% | $2,790-99.8% |
| Participant deferral / active EE | $5,089 | $4,274+19.1% | $5,610-9.3% | $4,249+19.8% |
| Admin fee / account holder | $11,828 | $9,839+20.2% | $14,905-20.6% | $8,951+32.1% |