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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 | $54,935 | $226,105-75.7% | $182,540-69.9% | $152,897-64.1% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.0%-20.8pp | 82.5%-25.3pp |
| Annual return | 13.64% | 192.58%-178.9pp | 148.58%-134.9pp | 345.43%-331.8pp |
| Employer contribution / active EE | $411 | $4,978-91.7% | $4,076-89.9% | $4,764-91.4% |
| Participant deferral / active EE | $2,464 | $6,370-61.3% | $5,525-55.4% | $5,851-57.9% |
| Admin fee / account holder | $339 | $10,706-96.8% | $8,593-96.1% | $11,599-97.1% |