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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 | $61,396 | $183,516-66.5% | $155,534-60.5% | $145,884-57.9% |
| Participation rate | 53.8% | 82.7%-28.9pp | 78.2%-24.4pp | 80.3%-26.5pp |
| Annual return | 13.07% | 61.43%-48.4pp | 64.92%-51.9pp | 551.85%-538.8pp |
| Employer contribution / active EE | $613 | $5,315-88.5% | $4,675-86.9% | $4,662-86.8% |
| Participant deferral / active EE | $5,484 | $6,467-15.2% | $5,630-2.6% | $6,690-18.0% |
| Admin fee / account holder | $989 | $19,293-94.9% | $15,900-93.8% | $13,392-92.6% |