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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 | $53,290 | $166,089-67.9% | $164,928-67.7% | $145,978-63.5% |
| Participation rate | 52.4% | 82.0%-29.6pp | 78.6%-26.2pp | 80.3%-27.9pp |
| Annual return | 9.31% | 100.26%-90.9pp | 70.08%-60.8pp | 550.52%-541.2pp |
| Employer contribution / active EE | $1,033 | $5,276-80.4% | $4,343-76.2% | $4,662-77.8% |
| Participant deferral / active EE | $2,073 | $6,961-70.2% | $6,034-65.6% | $6,690-69.0% |
| Admin fee / account holder | $7,183 | $16,641-56.8% | $12,684-43.4% | $13,400-46.4% |