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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 | $55,338 | $127,387-56.6% | $115,038-51.9% | $125,389-55.9% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | 7.87% | 31.28%-23.4pp | 26.14%-18.3pp | 282.24%-274.4pp |
| Employer contribution / active EE | $425 | $5,166-91.8% | $4,608-90.8% | $4,866-91.3% |
| Participant deferral / active EE | $8,461 | $6,423+31.7% | $6,026+40.4% | $5,352+58.1% |
| Admin fee / account holder | $2,094 | $9,516-78.0% | $8,175-74.4% | $9,541-78.1% |