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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 | $69,307 | $148,623-53.4% | $135,974-49.0% | $139,466-50.3% |
| Participation rate | 47.8% | 83.9%-36.0pp | 81.9%-34.1pp | 80.3%-32.5pp |
| Annual return | 20.21% | 79.30%-59.1pp | 68.30%-48.1pp | 373.66%-353.5pp |
| Employer contribution / active EE | $957 | $5,246-81.8% | $4,859-80.3% | $4,754-79.9% |
| Participant deferral / active EE | $3,045 | $8,103-62.4% | $7,760-60.8% | $6,712-54.6% |
| Admin fee / account holder | $382 | $12,406-96.9% | $10,767-96.5% | $11,409-96.7% |