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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 | $60,905 | $135,956-55.2% | $123,894-50.8% | $273,972-77.8% |
| Participation rate | 61.9% | 84.1%-22.2pp | 81.4%-19.5pp | 83.0%-21.1pp |
| Annual return | 4.48% | 56.63%-52.2pp | 47.52%-43.0pp | 41.46%-37.0pp |
| Employer contribution / active EE | $566 | $5,170-89.1% | $4,617-87.7% | $4,869-88.4% |
| Participant deferral / active EE | $6,452 | $6,343+1.7% | $5,984+7.8% | $5,287+22.0% |
| Admin fee / account holder | $509 | $9,817-94.8% | $8,357-93.9% | $10,133-95.0% |