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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 | $52,213 | $178,174-70.7% | $156,181-66.6% | $137,256-62.0% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.8%-10.1pp | 80.0%-11.2pp |
| Annual return | 15.66% | 84.19%-68.5pp | 64.87%-49.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $887 | $4,972-82.2% | $4,294-79.3% | $4,156-78.7% |
| Participant deferral / active EE | $3,895 | $6,888-43.5% | $6,132-36.5% | $6,407-39.2% |
| Admin fee / account holder | $377 | $17,404-97.8% | $14,586-97.4% | $12,270-96.9% |