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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 | $45,797 | $155,555-70.6% | $146,866-68.8% | $155,188-70.5% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.5%-62.5pp | 80.8%-60.8pp |
| Annual return | 114.74% | 115.41%-0.7pp | 102.85%+11.9pp | 148.84%-34.1pp |
| Employer contribution / active EE | $490 | $4,647-89.5% | $4,425-88.9% | $4,248-88.5% |
| Participant deferral / active EE | $7,255 | $8,044-9.8% | $7,759-6.5% | $6,531+11.1% |
| Admin fee / account holder | $314 | $14,755-97.9% | $13,620-97.7% | $14,480-97.8% |