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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 | $41,109 | $165,399-75.1% | $149,745-72.5% | $158,982-74.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 17.57% | 348.34%-330.8pp | 276.72%-259.2pp | 302.99%-285.4pp |
| Employer contribution / active EE | $283 | $5,105-94.4% | $4,646-93.9% | $4,763-94.0% |
| Participant deferral / active EE | $2,742 | $7,183-61.8% | $6,843-59.9% | $5,983-54.2% |
| Admin fee / account holder | $8,695 | $10,811-19.6% | $9,312-6.6% | $11,252-22.7% |