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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 | $49,439 | $156,398-68.4% | $147,318-66.4% | $138,895-64.4% |
| Participation rate | 28.6% | 83.8%-55.2pp | 82.1%-53.5pp | 79.9%-51.3pp |
| Annual return | 18.96% | 78.75%-59.8pp | 70.43%-51.5pp | 145.39%-126.4pp |
| Employer contribution / active EE | $323 | $4,853-93.3% | $4,593-93.0% | $4,194-92.3% |
| Participant deferral / active EE | $4,035 | $8,237-51.0% | $7,906-49.0% | $6,396-36.9% |
| Admin fee / account holder | $19,959 | $14,976+33.3% | $13,708+45.6% | $12,562+58.9% |