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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 | $48,951 | $162,812-69.9% | $133,971-63.5% | $158,966-69.2% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 14.40% | 41.94%-27.5pp | 45.09%-30.7pp | 302.95%-288.5pp |
| Employer contribution / active EE | $357 | $4,976-92.8% | $3,919-90.9% | $4,762-92.5% |
| Participant deferral / active EE | $3,571 | $5,910-39.6% | $5,047-29.3% | $5,983-40.3% |
| Admin fee / account holder | $30,583 | $11,741+160.5% | $8,929+242.5% | $11,250+171.8% |