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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 | $57,590 | $185,312-68.9% | $161,489-64.3% | $154,746-62.8% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 13.13% | 103.84%-90.7pp | 89.72%-76.6pp | 172.34%-159.2pp |
| Employer contribution / active EE | $913 | $4,769-80.9% | $4,268-78.6% | $4,379-79.1% |
| Participant deferral / active EE | $2,744 | $6,350-56.8% | $5,630-51.3% | $6,730-59.2% |
| Admin fee / account holder | $13,910 | $18,654-25.4% | $16,006-13.1% | $14,365-3.2% |