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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 | $93,345-42.0% | $119,126-54.6% | $87,485-38.1% |
| Participation rate | 69.9% | 68.7%+1.1pp | 75.8%-5.9pp | 68.9%+0.9pp |
| Annual return | 12.72% | 19.08%-6.4pp | 282.11%-269.4pp | 26.06%-13.3pp |
| Employer contribution / active EE | $5 | $3,172-99.8% | $4,034-99.9% | $2,596-99.8% |
| Participant deferral / active EE | $5,089 | $4,099+24.2% | $5,318-4.3% | $4,274+19.1% |
| Admin fee / account holder | $11,828 | $8,039+47.1% | $10,693+10.6% | $7,775+52.1% |