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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 | $53,390 | $175,259-69.5% | $149,723-64.3% | $139,487-61.7% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 15.00% | 166.82%-151.8pp | 134.50%-119.5pp | 373.84%-358.8pp |
| Employer contribution / active EE | $468 | $5,478-91.5% | $4,821-90.3% | $4,755-90.2% |
| Participant deferral / active EE | $3,377 | $6,522-48.2% | $5,682-40.6% | $6,713-49.7% |
| Admin fee / account holder | $5,057 | $16,158-68.7% | $13,215-61.7% | $11,407-55.7% |