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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 | $62,653 | $183,539-65.9% | $155,556-59.7% | $145,897-57.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 18.28% | 61.31%-43.0pp | 64.84%-46.6pp | 552.29%-534.0pp |
| Employer contribution / active EE | $530 | $5,315-90.0% | $4,675-88.7% | $4,663-88.6% |
| Participant deferral / active EE | $2,839 | $6,467-56.1% | $5,631-49.6% | $6,689-57.6% |
| Admin fee / account holder | $621 | $19,275-96.8% | $15,885-96.1% | $13,390-95.4% |