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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 | $61,245 | $162,785-62.4% | $133,959-54.3% | $158,950-61.5% |
| Participation rate | 69.6% | 83.2%-13.7pp | 79.8%-10.3pp | 82.0%-12.4pp |
| Annual return | 13.05% | 41.94%-28.9pp | 45.09%-32.0pp | 302.91%-289.9pp |
| Employer contribution / active EE | $156 | $4,975-96.9% | $3,919-96.0% | $4,762-96.7% |
| Participant deferral / active EE | $2,558 | $5,910-56.7% | $5,047-49.3% | $5,983-57.2% |
| Admin fee / account holder | $1,374 | $11,738-88.3% | $8,928-84.6% | $11,248-87.8% |