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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 | $51,164 | $127,298-59.8% | $109,916-53.5% | $167,553-69.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.2%-24.2pp | 82.1%-32.1pp |
| Annual return | 12.99% | 22.97%-10.0pp | 29.46%-16.5pp | 478.89%-465.9pp |
| Employer contribution / active EE | $131 | $3,325-96.0% | $2,844-95.4% | $4,840-97.3% |
| Participant deferral / active EE | $853 | $4,513-81.1% | $4,047-78.9% | $6,343-86.5% |
| Admin fee / account holder | $3,930 | $7,119-44.8% | $6,069-35.2% | $12,316-68.1% |