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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 | $60,010 | $154,228-61.1% | $145,433-58.7% | $137,256-56.3% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 18.60% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $829 | $4,804-82.8% | $4,554-81.8% | $4,156-80.1% |
| Participant deferral / active EE | $2,509 | $8,216-69.5% | $7,897-68.2% | $6,407-60.8% |
| Admin fee / account holder | $439 | $14,344-96.9% | $13,129-96.7% | $12,270-96.4% |