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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 | $73,838 | $183,516-59.8% | $155,534-52.5% | $145,884-49.4% |
| Participation rate | 29.4% | 82.7%-53.3pp | 78.2%-48.8pp | 80.3%-50.9pp |
| Annual return | 13.96% | 61.43%-47.5pp | 64.92%-51.0pp | 551.85%-537.9pp |
| Employer contribution / active EE | $520 | $5,315-90.2% | $4,675-88.9% | $4,662-88.8% |
| Participant deferral / active EE | $2,563 | $6,467-60.4% | $5,630-54.5% | $6,690-61.7% |
| Admin fee / account holder | $553 | $19,293-97.1% | $15,900-96.5% | $13,392-95.9% |