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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 | $50,147 | $148,582-66.2% | $135,942-63.1% | $139,456-64.0% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 12.69% | 79.26%-66.6pp | 68.28%-55.6pp | 373.45%-360.8pp |
| Employer contribution / active EE | $8 | $5,245-99.8% | $4,858-99.8% | $4,753-99.8% |
| Participant deferral / active EE | $2,530 | $8,101-68.8% | $7,759-67.4% | $6,711-62.3% |
| Admin fee / account holder | $331 | $12,402-97.3% | $10,764-96.9% | $11,407-97.1% |