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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 | $183,539-62.1% | $155,556-55.3% | $145,897-52.3% |
| Participation rate | 30.4% | 82.7%-52.3pp | 78.2%-47.8pp | 80.3%-49.9pp |
| Annual return | 15.89% | 61.31%-45.4pp | 64.84%-48.9pp | 552.29%-536.4pp |
| Employer contribution / active EE | $407 | $5,315-92.3% | $4,675-91.3% | $4,663-91.3% |
| Participant deferral / active EE | $2,166 | $6,467-66.5% | $5,631-61.5% | $6,689-67.6% |
| Admin fee / account holder | $16,312 | $19,275-15.4% | $15,885+2.7% | $13,390+21.8% |