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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 | $56,486 | $148,582-62.0% | $135,942-58.4% | $139,456-59.5% |
| Participation rate | 20.0% | 83.9%-63.9pp | 81.9%-61.9pp | 80.3%-60.3pp |
| Annual return | 14.64% | 79.26%-64.6pp | 68.28%-53.6pp | 373.45%-358.8pp |
| Employer contribution / active EE | $792 | $5,245-84.9% | $4,858-83.7% | $4,753-83.3% |
| Participant deferral / active EE | $5,200 | $8,101-35.8% | $7,759-33.0% | $6,711-22.5% |
| Admin fee / account holder | $11,950 | $12,402-3.6% | $10,764+11.0% | $11,407+4.8% |