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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 | $56,140 | $183,592-69.4% | $155,574-63.9% | $145,877-61.5% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 17.91% | 61.37%-43.5pp | 64.87%-47.0pp | 551.28%-533.4pp |
| Employer contribution / active EE | $549 | $5,317-89.7% | $4,676-88.3% | $4,663-88.2% |
| Participant deferral / active EE | $7,625 | $6,466+17.9% | $5,629+35.5% | $6,691+14.0% |
| Admin fee / account holder | $401 | $19,316-97.9% | $15,914-97.5% | $13,402-97.0% |