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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 | $162,136-71.8% | $152,301-69.9% | $154,746-70.4% |
| Participation rate | 20.0% | 84.1%-64.1pp | 82.4%-62.4pp | 80.7%-60.7pp |
| Annual return | 114.74% | 91.02%+23.7pp | 80.50%+34.2pp | 172.34%-57.6pp |
| Employer contribution / active EE | $490 | $4,890-90.0% | $4,624-89.4% | $4,379-88.8% |
| Participant deferral / active EE | $7,255 | $8,341-13.0% | $8,004-9.4% | $6,730+7.8% |
| Admin fee / account holder | $314 | $15,759-98.0% | $14,398-97.8% | $14,365-97.8% |