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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 | $48,017 | $110,410-56.5% | $102,437-53.1% | $145,897-67.1% |
| Participation rate | 53.3% | 77.9%-24.6pp | 74.5%-21.2pp | 80.3%-27.0pp |
| Annual return | 14.06% | 24.85%-10.8pp | 24.95%-10.9pp | 552.29%-538.2pp |
| Employer contribution / active EE | $286 | $4,217-93.2% | $3,871-92.6% | $4,663-93.9% |
| Participant deferral / active EE | $2,133 | $5,622-62.1% | $5,060-57.8% | $6,689-68.1% |
| Admin fee / account holder | $751 | $9,745-92.3% | $8,388-91.0% | $13,390-94.4% |