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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 | $36,066 | $172,111-79.0% | $150,298-76.0% | $137,256-73.7% |
| Participation rate | 54.5% | 81.7%-27.2pp | 77.8%-23.2pp | 80.0%-25.4pp |
| Annual return | 15.12% | 69.37%-54.3pp | 62.79%-47.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $701 | $4,636-84.9% | $4,154-83.1% | $4,156-83.1% |
| Participant deferral / active EE | $2,041 | $6,166-66.9% | $5,453-62.6% | $6,407-68.1% |
| Admin fee / account holder | $381 | $16,471-97.7% | $14,116-97.3% | $12,270-96.9% |