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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 | $45,873 | $232,540-80.3% | $185,117-75.2% | $147,586-68.9% |
| Participation rate | 56.5% | 82.4%-25.8pp | 77.3%-20.7pp | 82.8%-26.3pp |
| Annual return | 16.61% | 43.03%-26.4pp | 40.50%-23.9pp | 578.59%-562.0pp |
| Employer contribution / active EE | $212 | $5,195-95.9% | $4,182-94.9% | $4,876-95.6% |
| Participant deferral / active EE | $2,094 | $5,834-64.1% | $5,045-58.5% | $5,439-61.5% |
| Admin fee / account holder | $7,779 | $10,275-24.3% | $8,159-4.7% | $10,886-28.5% |