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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 | $54,512 | $125,190-56.5% | $105,624-48.4% | $145,897-62.6% |
| Participation rate | 63.6% | 77.6%-14.0pp | 75.3%-11.6pp | 80.3%-16.7pp |
| Annual return | 12.00% | 225.22%-213.2pp | 116.20%-104.2pp | 552.29%-540.3pp |
| Employer contribution / active EE | $663 | $3,720-82.2% | $3,168-79.1% | $4,663-85.8% |
| Participant deferral / active EE | $1,615 | $5,716-71.7% | $5,013-67.8% | $6,689-75.9% |
| Admin fee / account holder | $529 | $17,138-96.9% | $10,961-95.2% | $13,390-96.0% |