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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 | $50,365 | $226,090-77.7% | $182,531-72.4% | $152,885-67.1% |
| Participation rate | 45.5% | 82.5%-37.0pp | 78.0%-32.5pp | 82.5%-37.0pp |
| Annual return | 11.29% | 192.57%-181.3pp | 148.57%-137.3pp | 345.39%-334.1pp |
| Employer contribution / active EE | $494 | $4,978-90.1% | $4,075-87.9% | $4,763-89.6% |
| Participant deferral / active EE | $1,332 | $6,369-79.1% | $5,525-75.9% | $5,851-77.2% |
| Admin fee / account holder | $27,143 | $10,705+153.6% | $8,593+215.9% | $11,598+134.0% |