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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 | $54,222 | $183,592-70.5% | $155,567-65.1% | $145,959-62.9% |
| Participation rate | 61.5% | 82.7%-21.1pp | 78.2%-16.7pp | 80.3%-18.7pp |
| Annual return | 11.21% | 61.24%-50.0pp | 64.74%-53.5pp | 561.95%-550.7pp |
| Employer contribution / active EE | $870 | $5,315-83.6% | $4,674-81.4% | $4,661-81.3% |
| Participant deferral / active EE | $3,520 | $6,464-45.5% | $5,628-37.5% | $6,689-47.4% |
| Admin fee / account holder | $1,164 | $19,318-94.0% | $15,916-92.7% | $13,398-91.3% |