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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 | $53,462 | $99,652-46.4% | $78,778-32.1% | $147,586-63.8% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.2%-9.2pp | 82.8%-22.8pp |
| Annual return | 12.46% | 47.28%-34.8pp | 35.62%-23.2pp | 578.59%-566.1pp |
| Employer contribution / active EE | $221 | $2,796-92.1% | $1,986-88.9% | $4,876-95.5% |
| Participant deferral / active EE | $978 | $3,664-73.3% | $2,958-66.9% | $5,439-82.0% |
| Admin fee / account holder | $610 | $7,155-91.5% | $5,134-88.1% | $10,886-94.4% |