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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 | $56,488 | $217,432-74.0% | $185,849-69.6% | $167,536-66.3% |
| Participation rate | 41.2% | 86.1%-44.9pp | 81.7%-40.5pp | 82.1%-40.9pp |
| Annual return | 10.00% | 148.42%-138.4pp | 122.10%-112.1pp | 478.82%-468.8pp |
| Employer contribution / active EE | $682 | $5,875-88.4% | $5,169-86.8% | $4,839-85.9% |
| Participant deferral / active EE | $2,569 | $6,357-59.6% | $5,569-53.9% | $6,342-59.5% |
| Admin fee / account holder | $365 | $19,818-98.2% | $16,244-97.8% | $12,315-97.0% |