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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 | $61,042 | $211,239-71.1% | $178,528-65.8% | $145,877-58.2% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 10.05% | 30.22%-20.2pp | 27.11%-17.1pp | 551.28%-541.2pp |
| Employer contribution / active EE | $335 | $4,570-92.7% | $3,950-91.5% | $4,663-92.8% |
| Participant deferral / active EE | $5,544 | $6,963-20.4% | $6,278-11.7% | $6,691-17.1% |
| Admin fee / account holder | $662 | $12,095-94.5% | $10,419-93.7% | $13,402-95.1% |