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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 | $48,428 | $138,076-64.9% | $123,553-60.8% | $135,380-64.2% |
| Participation rate | 25.0% | 84.7%-59.7pp | 82.3%-57.3pp | 82.6%-57.6pp |
| Annual return | 0.93% | 153.70%-152.8pp | 119.21%-118.3pp | 519.81%-518.9pp |
| Employer contribution / active EE | $478 | $5,152-90.7% | $4,628-89.7% | $4,779-90.0% |
| Participant deferral / active EE | $5,381 | $6,800-20.9% | $6,426-16.3% | $5,609-4.1% |
| Admin fee / account holder | $346 | $10,917-96.8% | $9,284-96.3% | $10,828-96.8% |