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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 | $69,591 | $183,592-62.1% | $155,567-55.3% | $145,959-52.3% |
| Participation rate | 30.4% | 82.7%-52.2pp | 78.2%-47.8pp | 80.3%-49.8pp |
| Annual return | 15.89% | 61.24%-45.3pp | 64.74%-48.8pp | 561.95%-546.1pp |
| Employer contribution / active EE | $407 | $5,315-92.3% | $4,674-91.3% | $4,661-91.3% |
| Participant deferral / active EE | $2,166 | $6,464-66.5% | $5,628-61.5% | $6,689-67.6% |
| Admin fee / account holder | $16,312 | $19,318-15.6% | $15,916+2.5% | $13,398+21.8% |