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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 | $48,062 | $175,231-72.6% | $149,696-67.9% | $139,466-65.5% |
| Participation rate | 63.2% | 83.4%-20.2pp | 78.8%-15.6pp | 80.3%-17.2pp |
| Annual return | 18.99% | 166.77%-147.8pp | 134.46%-115.5pp | 373.66%-354.7pp |
| Employer contribution / active EE | $721 | $5,478-86.8% | $4,821-85.0% | $4,754-84.8% |
| Participant deferral / active EE | $3,565 | $6,521-45.3% | $5,682-37.3% | $6,712-46.9% |
| Admin fee / account holder | $938 | $16,155-94.2% | $13,212-92.9% | $11,409-91.8% |