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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 | $69,186 | $185,312-62.7% | $161,489-57.2% | $154,746-55.3% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.7%-35.8pp | 80.7%-37.8pp |
| Annual return | 17.48% | 103.84%-86.4pp | 89.72%-72.2pp | 172.34%-154.9pp |
| Employer contribution / active EE | $869 | $4,769-81.8% | $4,268-79.7% | $4,379-80.2% |
| Participant deferral / active EE | $7,551 | $6,350+18.9% | $5,630+34.1% | $6,730+12.2% |
| Admin fee / account holder | $1,540 | $18,654-91.7% | $16,006-90.4% | $14,365-89.3% |