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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 | $53,482 | $217,432-75.4% | $185,851-71.2% | $167,553-68.1% |
| Participation rate | 52.9% | 86.1%-33.1pp | 81.7%-28.8pp | 82.1%-29.2pp |
| Annual return | 12.48% | 148.43%-136.0pp | 122.11%-109.6pp | 478.89%-466.4pp |
| Employer contribution / active EE | $792 | $5,874-86.5% | $5,168-84.7% | $4,840-83.6% |
| Participant deferral / active EE | $2,742 | $6,357-56.9% | $5,569-50.8% | $6,343-56.8% |
| Admin fee / account holder | $1,731 | $19,820-91.3% | $16,245-89.3% | $12,316-85.9% |