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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 | $51,553 | $183,516-71.9% | $155,534-66.9% | $145,884-64.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 13.43% | 61.43%-48.0pp | 64.92%-51.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $301 | $5,315-94.3% | $4,675-93.6% | $4,662-93.5% |
| Participant deferral / active EE | $3,918 | $6,467-39.4% | $5,630-30.4% | $6,690-41.4% |
| Admin fee / account holder | $584 | $19,293-97.0% | $15,900-96.3% | $13,392-95.6% |