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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 | $52,363 | $160,070-67.3% | $147,117-64.4% | $145,897-64.1% |
| Participation rate | 29.4% | 84.0%-54.6pp | 82.2%-52.8pp | 80.3%-50.9pp |
| Annual return | 11.32% | 98.69%-87.4pp | 420.54%-409.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $845 | $5,285-84.0% | $4,932-82.9% | $4,663-81.9% |
| Participant deferral / active EE | $5,693 | $8,419-32.4% | $8,065-29.4% | $6,689-14.9% |
| Admin fee / account holder | $668 | $15,035-95.6% | $12,993-94.9% | $13,390-95.0% |