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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 | $57,013 | $181,062-68.5% | $158,223-64.0% | $155,188-63.3% |
| Participation rate | 25.0% | 82.7%-57.7pp | 79.2%-54.2pp | 80.8%-55.8pp |
| Annual return | 24.67% | 57.39%-32.7pp | 52.09%-27.4pp | 148.84%-124.2pp |
| Employer contribution / active EE | $367 | $4,565-92.0% | $4,109-91.1% | $4,248-91.4% |
| Participant deferral / active EE | $3,146 | $6,134-48.7% | $5,467-42.5% | $6,531-51.8% |
| Admin fee / account holder | $607 | $18,825-96.8% | $16,047-96.2% | $14,480-95.8% |