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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 | $59,436 | $198,462-70.1% | $170,439-65.1% | $147,585-59.7% |
| Participation rate | 28.6% | 88.0%-59.4pp | 83.6%-55.0pp | 82.8%-54.3pp |
| Annual return | 22.19% | 257.30%-235.1pp | 205.94%-183.7pp | 578.58%-556.4pp |
| Employer contribution / active EE | $826 | $6,184-86.6% | $5,433-84.8% | $4,876-83.1% |
| Participant deferral / active EE | $3,126 | $5,629-44.5% | $4,939-36.7% | $5,439-42.5% |
| Admin fee / account holder | $686 | $16,852-95.9% | $13,881-95.1% | $10,886-93.7% |