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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 | $62,110 | $160,040-61.2% | $147,096-57.8% | $145,877-57.4% |
| Participation rate | 23.8% | 84.0%-60.2pp | 82.2%-58.4pp | 80.3%-56.5pp |
| Annual return | 21.40% | 98.49%-77.1pp | 419.75%-398.4pp | 551.28%-529.9pp |
| Employer contribution / active EE | $809 | $5,289-84.7% | $4,936-83.6% | $4,663-82.7% |
| Participant deferral / active EE | $3,095 | $8,429-63.3% | $8,071-61.7% | $6,691-53.7% |
| Admin fee / account holder | $523 | $15,050-96.5% | $13,005-96.0% | $13,402-96.1% |