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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 | $58,856 | $201,372-70.8% | $184,260-68.1% | $145,884-59.7% |
| Participation rate | 69.2% | 87.5%-18.3pp | 86.8%-17.6pp | 80.3%-11.1pp |
| Annual return | 14.85% | 29.04%-14.2pp | 28.84%-14.0pp | 551.85%-537.0pp |
| Employer contribution / active EE | $939 | $7,024-86.6% | $6,427-85.4% | $4,662-79.9% |
| Participant deferral / active EE | $4,005 | $9,808-59.2% | $9,133-56.1% | $6,690-40.1% |
| Admin fee / account holder | $10,774 | $16,362-34.2% | $13,898-22.5% | $13,392-19.6% |