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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 | $79,892 | $181,062-55.9% | $158,223-49.5% | $155,188-48.5% |
| Participation rate | 12.5% | 82.7%-70.2pp | 79.2%-66.7pp | 80.8%-68.3pp |
| Annual return | 17.09% | 57.39%-40.3pp | 52.09%-35.0pp | 148.84%-131.7pp |
| Employer contribution / active EE | $325 | $4,565-92.9% | $4,109-92.1% | $4,248-92.3% |
| Participant deferral / active EE | $2,006 | $6,134-67.3% | $5,467-63.3% | $6,531-69.3% |
| Admin fee / account holder | $339 | $18,825-98.2% | $16,047-97.9% | $14,480-97.7% |