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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 | $165,361-75.1% | $149,715-72.5% | $158,950-74.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 17.57% | 348.24%-330.7pp | 276.66%-259.1pp | 302.91%-285.3pp |
| Employer contribution / active EE | $283 | $5,103-94.4% | $4,645-93.9% | $4,762-94.0% |
| Participant deferral / active EE | $2,742 | $7,182-61.8% | $6,842-59.9% | $5,983-54.2% |
| Admin fee / account holder | $8,695 | $10,808-19.5% | $9,310-6.6% | $11,248-22.7% |