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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 | $55,094 | $135,956-59.5% | $123,894-55.5% | $273,972-79.9% |
| Participation rate | 64.7% | 84.1%-19.4pp | 81.4%-16.7pp | 83.0%-18.3pp |
| Annual return | 5.33% | 56.63%-51.3pp | 47.52%-42.2pp | 41.46%-36.1pp |
| Employer contribution / active EE | $489 | $5,170-90.5% | $4,617-89.4% | $4,869-90.0% |
| Participant deferral / active EE | $2,124 | $6,343-66.5% | $5,984-64.5% | $5,287-59.8% |
| Admin fee / account holder | $1,278 | $9,817-87.0% | $8,357-84.7% | $10,133-87.4% |