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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 | $54,496 | $172,111-68.3% | $150,298-63.7% | $137,256-60.3% |
| Participation rate | 31.6% | 81.7%-50.1pp | 77.8%-46.2pp | 80.0%-48.4pp |
| Annual return | 15.18% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $802 | $4,636-82.7% | $4,154-80.7% | $4,156-80.7% |
| Participant deferral / active EE | $3,490 | $6,166-43.4% | $5,453-36.0% | $6,407-45.5% |
| Admin fee / account holder | $2,337 | $16,471-85.8% | $14,116-83.4% | $12,270-81.0% |