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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 | $75,127 | $183,627-59.1% | $155,602-51.7% | $145,978-48.5% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 10.35% | 61.32%-51.0pp | 64.81%-54.5pp | 550.52%-540.2pp |
| Employer contribution / active EE | $891 | $5,316-83.2% | $4,675-80.9% | $4,662-80.9% |
| Participant deferral / active EE | $1,954 | $6,466-69.8% | $5,629-65.3% | $6,690-70.8% |
| Admin fee / account holder | $637 | $19,327-96.7% | $15,923-96.0% | $13,400-95.2% |