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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 | $52,277 | $110,337-52.6% | $102,383-48.9% | $145,877-64.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 15.15% | 24.83%-9.7pp | 24.94%-9.8pp | 551.28%-536.1pp |
| Employer contribution / active EE | $664 | $4,216-84.3% | $3,870-82.9% | $4,663-85.8% |
| Participant deferral / active EE | $4,464 | $5,621-20.6% | $5,060-11.8% | $6,691-33.3% |
| Admin fee / account holder | $957 | $9,750-90.2% | $8,391-88.6% | $13,402-92.9% |