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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 | $54,249 | $98,240-44.8% | $82,312-34.1% | $147,586-63.2% |
| Participation rate | 21.1% | 79.7%-58.7pp | 76.9%-55.8pp | 82.8%-61.8pp |
| Annual return | 20.41% | 30.85%-10.4pp | 25.88%-5.5pp | 578.59%-558.2pp |
| Employer contribution / active EE | $246 | $3,192-92.3% | $2,428-89.9% | $4,876-95.0% |
| Participant deferral / active EE | $1,752 | $4,383-60.0% | $3,706-52.7% | $5,439-67.8% |
| Admin fee / account holder | $1,069 | $8,563-87.5% | $5,608-80.9% | $10,886-90.2% |