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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 | $52,409 | $157,296-66.7% | $141,191-62.9% | $152,897-65.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 21.09% | 64.34%-43.3pp | 71.41%-50.3pp | 345.43%-324.3pp |
| Employer contribution / active EE | $561 | $5,262-89.3% | $4,736-88.2% | $4,764-88.2% |
| Participant deferral / active EE | $2,909 | $7,111-59.1% | $6,710-56.7% | $5,851-50.3% |
| Admin fee / account holder | $12,841 | $12,125+5.9% | $10,264+25.1% | $11,599+10.7% |