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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 | $52,997 | $156,398-66.1% | $147,318-64.0% | $138,895-61.8% |
| Participation rate | 58.8% | 83.8%-24.9pp | 82.1%-23.2pp | 79.9%-21.1pp |
| Annual return | 27.12% | 78.75%-51.6pp | 70.43%-43.3pp | 145.39%-118.3pp |
| Employer contribution / active EE | $770 | $4,853-84.1% | $4,593-83.2% | $4,194-81.6% |
| Participant deferral / active EE | $2,622 | $8,237-68.2% | $7,906-66.8% | $6,396-59.0% |
| Admin fee / account holder | $1,167 | $14,976-92.2% | $13,708-91.5% | $12,562-90.7% |