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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 | $82,415 | $165,381-50.2% | $149,730-45.0% | $158,966-48.2% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 19.38% | 348.29%-328.9pp | 276.70%-257.3pp | 302.95%-283.6pp |
| Employer contribution / active EE | $893 | $5,104-82.5% | $4,645-80.8% | $4,762-81.2% |
| Participant deferral / active EE | $3,965 | $7,182-44.8% | $6,843-42.1% | $5,983-33.7% |
| Admin fee / account holder | $2,672 | $10,809-75.3% | $9,310-71.3% | $11,250-76.2% |