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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 | $61,789 | $172,111-64.1% | $150,298-58.9% | $137,256-55.0% |
| Participation rate | 63.6% | 81.7%-18.1pp | 77.8%-14.1pp | 80.0%-16.3pp |
| Annual return | 15.79% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $334 | $4,636-92.8% | $4,154-92.0% | $4,156-92.0% |
| Participant deferral / active EE | $2,490 | $6,166-59.6% | $5,453-54.3% | $6,407-61.1% |
| Admin fee / account holder | $974 | $16,471-94.1% | $14,116-93.1% | $12,270-92.1% |