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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 | $63,327 | $198,457-68.1% | $170,435-62.8% | $147,586-57.1% |
| Participation rate | 42.9% | 88.0%-45.1pp | 83.6%-40.7pp | 82.8%-40.0pp |
| Annual return | 22.39% | 257.30%-234.9pp | 205.94%-183.5pp | 578.59%-556.2pp |
| Employer contribution / active EE | $420 | $6,183-93.2% | $5,432-92.3% | $4,876-91.4% |
| Participant deferral / active EE | $5,197 | $5,629-7.7% | $4,939+5.2% | $5,439-4.4% |
| Admin fee / account holder | $2,035 | $16,852-87.9% | $13,881-85.3% | $10,886-81.3% |