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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 | $47,333 | $178,174-73.4% | $156,181-69.7% | $137,256-65.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 10.52% | 84.19%-73.7pp | 64.87%-54.4pp | 220.34%-209.8pp |
| Employer contribution / active EE | $837 | $4,972-83.2% | $4,294-80.5% | $4,156-79.9% |
| Participant deferral / active EE | $3,015 | $6,888-56.2% | $6,132-50.8% | $6,407-52.9% |
| Admin fee / account holder | $54,558 | $17,404+213.5% | $14,586+274.0% | $12,270+344.6% |