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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 | $50,737 | $201,372-74.8% | $184,260-72.5% | $145,884-65.2% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 30.03% | 29.04%+1.0pp | 28.84%+1.2pp | 551.85%-521.8pp |
| Employer contribution / active EE | $1,082 | $7,024-84.6% | $6,427-83.2% | $4,662-76.8% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $354 | $16,362-97.8% | $13,898-97.5% | $13,392-97.4% |