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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 | $45,705 | $134,817-66.1% | $123,973-63.1% | $155,188-70.5% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.7%-26.7pp | 80.8%-30.8pp |
| Annual return | 17.23% | 515.49%-498.3pp | 388.13%-370.9pp | 148.84%-131.6pp |
| Employer contribution / active EE | $870 | $4,425-80.3% | $4,126-78.9% | $4,248-79.5% |
| Participant deferral / active EE | $2,175 | $5,706-61.9% | $5,247-58.5% | $6,531-66.7% |
| Admin fee / account holder | $494 | $13,245-96.3% | $11,799-95.8% | $14,480-96.6% |